Daniel George
Financial Adviser
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About
Daniel George is an ASIC-registered financial adviser dedicated to helping clients in Forest Lake, QLD, and beyond achieve their financial goals. With a Bachelor of Arts (Business) from Seton Hill University (USA) and advanced financial planning qualifications from Pinnacle Financial Services Academy, including a Diploma and Advanced Diploma in Financial Services (Financial Planning), Daniel possesses a strong foundation of knowledge and experience. Further specialist training in Self Managed Superannuation Funds from Kaplan ensures he can provide expert advice in this complex area. Daniel is authorized to provide advice on a comprehensive range of financial products, allowing him to create tailored strategies to suit each client's unique circumstances. This includes expert guidance on superannuation, insurance, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. Key services offered include: • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies • SMSF advice Daniel is passionate about empowering individuals and families to make informed decisions about their financial future. If you're looking for personalized financial advice and a clear path towards achieving your goals, contact Daniel George today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Daniel George provide?
Daniel George specializes in superannuation advice, retirement planning, and insurance solutions. He can also provide guidance on investment strategies and Self-Managed Superannuation Funds (SMSFs).
What are Daniel George's qualifications?
Daniel George holds a Bachelor of Arts (Business), a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and has completed specialist training in Self Managed Superannuation Funds.
How does Daniel George approach financial planning?
Daniel takes a personalized approach, working closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops tailored strategies to help them achieve their objectives.
What can I expect during my first meeting with Daniel George?
During your initial consultation, Daniel will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This will help him to assess your needs and determine how he can best assist you.
Does Daniel George provide advice on insurance?
Yes, Daniel is authorized to provide advice on a range of insurance products, including Investment Life Insurance and Life Risk Insurance. He can help you assess your insurance needs and find suitable coverage to protect yourself and your family.
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