Andrew George in

Andrew George

Balancer · DISC type S
Financial Planner at Creating Financial Certainty
📍 Melbourne, Victoria, Australia

Andrew George is a Financial Planner with 26 years of experience and the founder of Creating Financial Certainty. A graduate of Swinburne University, he specializes in behavioral finance and business coaching. People who have worked with him describe him as authentic, professional, and insightful.

Outside of his professional life, Andrew is committed to his community in Melbourne. He is a known supporter of the Mitcham Cricket Club and is a dedicated blood donor, showcasing his engagement with local and charitable causes.

Interesting fact: He is a passionate blood donor and has made 88 donations.

Read the full overview →
Experience
26 Years
Current Role
Financial Planner
Job Level
Mid-senior
Location
Melbourne, Victoria, Australia
Personality Overview

How Andrew shows up

Slow To Decisions
Diplomatic
Formal Mannered

They are polite and respectful but practical. Even if it takes time, they prefer following the process. They are confident about making long-term decisions.

Priorities

Topics Andrew cares about

Financial Certainty
He founded his firm to help young professionals and those nearing retirement build robust strategies and transform financial goals into lasting success.
Business Coaching
As the founder of Headstart Business Coaching, he helps business owners develop and execute plans by improving people strategy and process efficiencies.
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Career

Work history

4-2023
Financial Planner
Creating Financial Certainty
10-2020
Director at Headstart Business Coaching
Headstart Business Coaching
9-2019 - 10-2020
Consultant
Elixir Consulting | Business Coaches
3-2017 - 5-2019
Head of Financial Advice
Mercer Financial Advice
1-2015 - 3-2017
National Practice Manager - Principle
Mercer Financial Advice
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2008 - 2010
Graduate Diploma in Applied Finance & Investment
Kaplan
2004 - 2006
Certified Financial Planning Program
FPA
1999 - 2003
Diploma of Financial Planning
Deakin University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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