Financial Adviser · RINGWOOD, VIC

George Dermentzis

21 Years experience

Tax advice
authorised

Currently at

Belford Wealth Management Holdings Pty Ltd

Ringwood, VIC

View firm profile

ASIC Registered · ADV 000291578

George Dermentzis is a financial adviser based in Ringwood, Victoria, with 21 years of experience in the financial services industry. George is currently authorised under Belford Wealth Management Holdings 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 Commerce from The University of Melbourne. George is a member of Chartered Accountants Australia and New Zealand (CA ANZ) 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

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Commerce

The University of Melbourne

1999

Chartered Accountant

Chartered Accountants Australia & New Zealand

2005

Diploma of Financial Planning

Financial Planning Association of Australia

2006

AXA FAN SMSF Accreditation Course

AXA

2006

Direct Shares Course

AXA

Registration History

Belford Wealth Management Holdings Pty Ltd

Sep 2023 - Present Current

Merit Wealth Pty Ltd

Aug 2014 - Sep 2023 Ceased

Charter Financial Planning Limited

Oct 2006 - Aug 2014 Ceased

Source: ASIC Financial Advisers Register