Andrew George
Financial Adviser
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About
Andrew George is an ASIC-registered financial adviser based in Wheelers Hill, Victoria, dedicated to helping clients achieve their financial goals with clarity and confidence. Andrew holds a Bachelor of Business from Swinburne University of Technology and a Diploma of Financial Planning from Deakin University / Financial Planning Association of Australia. Furthering his expertise, he earned a Certified Financial Planner designation from the Financial Planning Association of Australia and a Graduate Diploma of Applied Finance from Kaplan Professional, complemented by specialized training in Margin Lending. Andrew is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create tailored strategies to meet each client's unique needs and aspirations. Key services offered include: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning guidance • Investment advice (Securities, Retirement Savings Accounts, Government Debt Securities) Whether you're planning for retirement, growing your wealth, or protecting your family's future, Andrew can provide the expert guidance you need. Contact Andrew today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Andrew George offer?
Andrew George provides advice on a wide range of financial products and services, including superannuation, insurance (Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, and investments in securities, Retirement Savings Accounts, and Government Debt Securities.
What are Andrew George's qualifications and experience?
Andrew George holds a Bachelor of Business from Swinburne University of Technology, a Diploma of Financial Planning from Deakin University / Financial Planning Association of Australia, is a Certified Financial Planner (Financial Planning Association of Australia), and possesses a Graduate Diploma of Applied Finance from Kaplan Professional, along with specialized training in Margin Lending.
How does Andrew George tailor financial advice to my specific needs?
Andrew George takes a personalised approach to financial planning, taking the time to understand your unique circumstances, goals, and risk tolerance. He then develops a customized strategy to help you achieve your financial objectives.
What can I expect during my first consultation with Andrew George?
During your initial consultation, Andrew will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This meeting allows him to gather the information needed to develop a tailored financial plan for you.
How can Andrew George help me with retirement planning?
Andrew can assist you in developing a comprehensive retirement plan that addresses your income needs, investment strategies, and superannuation options, ensuring you can retire comfortably and with financial security.
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