Authorised Representative Number 1004670
ADFP, FChFP, GradDip FP
Partner & Executive Financial Adviser
George is a Partner and co-founder of Millennium Wealth and has worked in the banking and financial services sector for over 28 years. Most recently he was a Partner at Westpac Premium Financial Services where he managed one of BT’s oldest and most successful partnerships, building up a high quality portfolio of clients. George has been previously nominated by Barrons of New York as one of Australia’s top 50 Financial Advisers.
George takes time and builds relationships with his client to understand what is most important to them and their families. This is the start of the journey where clients evolve from thinking about their future to working with George along the way and then enjoying the benefits of George’s advice into retirement. What is most satisfying for George is the journey taking his clients from thinking about what retirement may look like into enjoying retirement.
George holds a Graduate Diploma of Financial Planning and has completed the Fellow Chartered Financial Practitioner course. He is also a member of Association Of Financial Advisers and the Tax Practitioners Board (TPB).
George is married with two adult children who he is very proud of and enjoys the outdoors, great food and travelling.
0417 662 661