Adviser Profile:
George GulczynskiB Com (Hons), DFP, JP

George is located in the Bondi Junction branch of Avenue Capital Management.

I have worked as a financial planner since 1997 and have more than 20 years industry experience, serving the investment needs of both local and international private clients.

This experience enables us to work together with our clients to meet their financial and lifestyle goals. Our approach is very much client-focused, with a strong commitment to assist people to manage and grow their wealth. By providing access to a wide range of investment opportunities, we can deliver solid and consistent performance over time.

The ability to offer consistent quality professional advice, in a timely manner, is paramount to our continuing success.

Services offered

As part of my relationship with Avenue Capital Management Limited, I am able to offer the following services to my clients:

The design and implementation of comprehensive lifestyle financial planning strategies to improve your financial future, encompassing (where appropriate) concepts such as:

• Pre and Post Retirement Planning
• Rollover and Redundancy Advice
• Superannuation Planning and Advice
• Managed Investments
• Tax Effective Investment Strategies
• Sharebroking Facilities
• Centrelink Assistance
• Estate Planning Advice
• Wealth Creation via Gearing
• Fund and Stock Research
• Risk Management and Personal Insurance
• Business and Succession Planning
• Managed Portfolio Services
• Ongoing Strategic Advice

Products offered

The products on which I am authorised to provide advice to my clients include:

• Deposit and Payment Products (Cash Management Trusts)
• Government Debentures
• Stocks and Bonds
• Life Products - Investment Life Insurance Products (Deferred, Immediate and Allocated Annuities)
• Life Products - Life Risk Insurance Products (Life Insurance, Trauma Insurance, Total and Permanent Disability Insurance, Income Protection Insurance and Business Expense Insurance)
• Managed Investment Schemes including IDPS (Unlisted Investment Trusts, Discretionary Master Trusts/Investor Directed Portfolio Services {that offer investment in investment trusts, shares, property, cash and fixed interest securities})
• Retirement Savings Account Products
• Securities (ASX Listed Shares and Other ASX Listed Securities)
• Superannuation (Personal and Corporate Superannuation Funds and Allocated Pensions)