George Caredes
Financial Adviser
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About
George Caredes is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation in mathematics and finance from the University of Technology Sydney (1998) and advanced financial planning qualifications including a Diploma, Advanced Diploma and CFP certification from the Financial Advice Association of Australia (1999-2000), George brings a wealth of knowledge and experience to his practice. He also holds a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia (2001), is an SMSF Specialist Advisor (SMSF Association Ltd, 2014) and is an Accredited Listed Product Adviser Program (Kaplan Higher Education Pty Limited, 2018). George is a member of the Financial Advice Association of Australia (FAAA) and holds the CFP designation, demonstrating his commitment to upholding the highest ethical and professional standards. George is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact George today to schedule a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does George Caredes offer?
George Caredes specialises in superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does George Caredes have?
George holds a Bachelor of Mathematics and Finance, a Diploma and Advanced Diploma of Financial Planning, CFP certification, a Graduate Diploma in Applied Finance and Investment, and is an SMSF Specialist Advisor and Accredited Listed Product Adviser Program. He also completed Ethics and Professionalism in Financial Advice training.
What is the process for becoming a client of George Caredes?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, George will develop a personalised financial plan tailored to your specific needs. Regular reviews will be scheduled to ensure your plan remains aligned with your evolving circumstances.
What professional memberships does George Caredes hold?
George is a member of the Financial Advice Association of Australia (FAAA) and holds the CFP designation.
What can I expect from working with George Caredes as my financial advisor?
You can expect personalized, ethical, and professional advice focused on helping you achieve your financial goals. George is committed to providing clear and understandable guidance to empower you to make informed decisions.
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