George brings extensive experience in private wealth management, built over a career spanning some of Australia's established private wealth and financial advice firms.
As an Associate Partner with Findex, George advises individuals, families and business owners on investment portfolio construction, superannuation and retirement planning, wealth accumulation, and intergenerational wealth. He brings these areas together as part of a broader, coordinated financial strategy to help clients build and protect their wealth over the long term.
George takes a relationship driven approach, starting with understanding what a client is trying to achieve, their goals, priorities and circumstances, before developing tailored advice and strategy.
Outside of work, George enjoys family time and the Northern Rivers lifestyle, including surfing, training and time outdoors - with a strong local connection that supports the relationships he builds with clients across the region.
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