George Apostolou

george@finhealthprivate.com.au

Senior Adviser

George is passionate about providing personalised financial advice and making positive impacts in his client’s lives. His overall aim is to turn complexity into simplicity by offering both his insight and expertise to ensure the best outcome is achieved.

George assists his clients to implement appropriate financial strategies to preserve their capital, grow their wealth and ensure their family wealth is maintained.

George believes in building open and longstanding relationships with his clients so he can truly partner with them over time. This allows him to make sure all advice is integrated and implemented
effectively, and that his clients are empowered to manage all changes that happen along the way.

EXPERIENCE AND QUALIFICATIONS

Diploma of Financial Planning
Advanced Diploma of Financial Planning
Bachelor Science BSc (Macquarie University)
Self-Managed Super Funds (Kaplan Professional)
Certificate IV in Finance and Mortgage Broking (Kaplan Professional)

MEMBERSHIPS

Member of the Financial Planning Association (FPA) and
upholds the Code of Ethical and Professional Standards

Get in touch

Our Address

Insights

Market movements and review video – December 2024

3rd December 2024

Super vs property: what works for retirement income?

26th November 2024

Legals

George Apostolou, Authorised Representative No. 1000738 and GCDA Financial Services Pty Ltd (Corporate Authorised Representative No 1284417) trading as FinHealth Private are Authorised Representatives of Alliance Wealth Pty Ltd, ABN 93 161 647 007, AFSL No. 449 221. www.centrepointalliance.com.au/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.