George Collie

Profile picture of George Collie, Panorama Wealth, Financial Planner Canberra
Certified Financial Planner®, M.App.Fin (FP), B.Bus (Acc/Fin), Dip FP
Adviser since: 2017

George keeps his practice deliberately small so each client receives the depth of attention they need. His transparent fees and practice of investing personally in the same portfolios he recommends reflect an experienced financial planner focused on genuine alignment with his clients.

More about George Collie

After 15 years in the industry, George Collie founded Panorama Wealth in 2017. It is a Canberra-based financial planning practice, serving clients locally and across Australia. The firm is built around a deliberately small client base, with fewer than 40 ongoing clients per adviser, compared to an industry average of around 100.

George’s background across superannuation, investment strategy, and retirement planning informs an approach that is technical, honest, and grounded in plain-spoken communication.

The practice provides personal financial advice to professionals, pre-retirees, retirees, business owners, and families, with particular depth in retirement planning, SMSFs, and investment portfolio construction.

Investment Style

Panorama Wealth charges a transparent percentage-based fee of 0.60% per annum on investment portfolios. George typically invests personally in the same portfolios recommended to clients, aligning his interests directly with client outcomes.

Personal Life

Outside of work George can be found playing basketball and water polo for local clubs or playing the piano.

Specialties and Areas of Expertise

  • Investment portfolio management
  • Retirement planning
  • Superannuation
  • Self-managed superannuation funds (SMSF)
  • Financial planning
  • Tax planning
  • Estate planning
  • Defined benefit pensions
  • Redundancy
  • Inheritance

Professional Standards You Can Trust

Qualifications & Memberships

  • Certified Financial Planner (CFP®)
  • Master of Applied Finance (Financial Planning)
  • Bachelor of Business (Accounting / Finance)
  • Diploma of Financial Planning
  • Financial Advice Association Australia (FAAA), Member
  • Authorised Representative of Beryllium Advisers Pty Ltd (AFSL 528250)

Industry Recognition & Awards

  • Adviser Ratings Platinum Rated Adviser
  • 4.99 star rating from 35+ verified Adviser Ratings reviews
  • 5.0 star rating from 75+ Google reviews, making Panorama Wealth one of the highest-rated financial planning firms in Canberra

Testimonials

“I’ve got a jaded history with financial and investment advisors. I need logical and traceable evidence-based advice and recommendations that my wife and I can understand. George Collie is the thinking person’s investment advisor, personable and professional, an excellent communicator and most importantly patient and methodical. I sleep easier nowadays and am 100% happy with the service I am receiving from Panorama.” ~ Ken, Google Review

“After meeting with two other local financial advisors and walking out with no clear strategy and a large bill, it was a relief to find George Collie. George gave us all the time we needed to go through all our options and questions and on completion we know where we are heading and what we need to do. Highly recommend George.” ~ David, Google Review

“George has a wealth of knowledge and very willing to share this. He was able to answer all my questions regarding my upcoming retirement, as well as give some relevant information regarding my husband. This information should maximise our allocated pensions for retirement. Best of all I didn’t get a sales pitch, just honesty.” ~ Charmaine, Google Review

“George demonstrated a deep understanding of financial planning and took the time to really listen to our goals and concerns. He was thorough, thoughtful, and explained everything in a way that made it easy to understand, no confusing jargon, just clear and practical advice. It’s clear that George cares about his clients and their futures, and that kind of integrity is rare to find.” ~ Sam, Adviser Ratings

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