Financial Adviser
· SYDNEY, NSW
George Kambouroglou
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004670
George Kambouroglou is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. George is currently authorised under Alliance Wealth Pty Ltd. George holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kapan Higher Education. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2018
Fellow Chartered Financial Practitioner (FChFP) Program
Association of Financial Advisers (AFA)
2019
Self Managed Superannuation Funds Program
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kapan Higher Education
Registration History
Source: ASIC Financial Advisers Register