George Smith

Private Wealth Adviser

Background

After graduating from the University of Western Australia with an Honours degree in History and English, George founded a manufacturing business in Perth in 1994. In 2001, he relocated the business to Vietnam, where he successfully operated it for 20 years before selling it in 2023. This experience provided him with deep insights and taught him a great deal about business.

George has always maintained a strong interest in finance, which led him to become a financial adviser in 2010. He is particularly focused on creating and managing risk-appropriate portfolios of equities and fixed interest instruments within superannuation. His work is supported by a broad range of accreditations as well as extensive direct business ownership experience.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Graduate Diploma of Financial Planning, Kaplan Professional
  • Bachelor of Arts (Honours), University of Western Australia

Certifications

  • Margin Lending
  • Superannuation

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Life risk insurance
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Perth
Level 27/108 St Georges Terrace Perth WA 6000
(08) 6179 6400
perth@ords.com.au

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