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Daniel George

George Private Wealth Pty Ltd

Bronze
16 Yrs Experience
Brisbane City, QLD 4000

Hi there, I am Daniel - an experienced adviser with 14 years of expertise, dedicated to offering personalised guidance to working families, medical professionals and professional athletes.

I am a wealth protection specialist, providing expert advice on a comprehensive range of personal insurance products for complete protection.

Having personally faced and overcome an advanced cancer diagnosis earlier in his life, I feel fortunate to have a unique perspective on the importance of building a resilient financial foundation to support a balanced, fulfilling life.

I am passionate about helping people grow and achieve their dreams, which is why I am deeply committed to assisting clients in defining their lifestyle and financial goals. Many clients have shared how this clarity has helped them stay focused on what truly matters, avoiding distractions and staying aligned with their life purpose. To me, this is the essence of providing financial advice.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Bronze
  • First year providing advice 2009
  • Years of experience 16
  • Highest qualification
    • Bachelor of Arts (Business Administration and Marketing)
  • Language spoken
    • English

George Private Wealth Pty Ltd

310 Edward St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Australian Mortgage And Financial Advisers Pty Ltd

AFSL 389206