Financial Adviser
· UNLEY, SA
George Apostolakos
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263893
George Apostolakos is a financial adviser based in Unley, South Australia, with 26 years of experience in the financial services industry. George is currently authorised under Merlea Investments 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 Bachelor of Business Banking and Finance from University of South Australia.
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
2000
Bachelor of Business Banking and Finance
University of South Australia
2000
Bachelor of Management Marketing
University of South Australia
2008
Graduate Diploma in Personal Financial Planning
University of Southern Queensland
2017
Self Managed Superannuation Funds
Kaplan Professional