Financial Adviser
· DICKSON, ACT
George Collie
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253306
George Collie is a financial adviser based in Dickson, Australian Capital Territory, with 9 years of experience in the financial services industry since 2017. George is currently authorised under Beryllium Advisers, operating through Panorama Wealth. George holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). George's qualifications include a Certified Financial Planner from Financial Planning Association. George is a member of Certified Financial Planner and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
DMPL Margin Lending
Pinnacle Financial Services Academy
2014
Certified Financial Planner
Financial Planning Association
2014
Diploma of Financial Planning
Pinnacle
2015
Master of Applied Finance (FinPlan)
Charles Sturt University
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan