Get in touch with Shelley

There are a number of ways you can get in touch with me.


Phone:1300 623 863 and ask for Shelley George (Weekdays 9:00am – 5:00pm AEST)

Book an appointment below:

Shelley George headshot

Shelley George

Adviser Relations

I have extensive experience in finance, having spent the last 10 years dealing in global multi-asset markets and researching Australian small capitalisation equites. I also have a Bachelor of Commerce (Finance and Econometrics) and am a CFA® charterholder.

I was drawn to this role because I think Damien Klassen, Head of Investments, and Tim Fuller, Head of Operations, have built an incredible product in the way they have used technology and social media to allow clients access and tailoring that is greater than what most institutional investors have. And backed that up with what really matters: a fantastic investment process. 

With my skills in problem solving and project management I can assist you and your clients through the investment and administrative challenges that COVID-19 and the implementation of FASEA present. 

Outside work I love being active and outside. Camping, hiking, running and pilates are a few of my favourites. 



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