Financial Adviser · SYDNEY, NSW

George El Jouni

SYDNEY, NSW
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000304865
Currently at
Sydney, NSW (firm address)

About George El Jouni

George El Jouni is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry since 2006. George is currently authorised under Consultum Financial Advisers. 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 of Australia Limited. George is a member of 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

2010
Diploma of Financial Planning FNS50804
MLC ThreeSixty
2011
RG146 Provide advice in Margin Lending
MLC ThreeSixty
2015
Advanced Diploma of Financial Planning
Kaplan Australia
2024
Accredited Listed Product Adviser Program (ALPA)
Kaplan Education
2025
Accredited Behavioural Finance Professional
Kaplan Professional Education
2025
Chartered Retirement Planning Counsellor
Kaplan Professional Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2026
Certified Financial Planner
Financial Planning Association of Australia Limited

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Aug 2006 - May 2021 Ceased

Source: ASIC Financial Advisers Register