Who We Are
THE TEAM
BEHIND AXIS
GEORGE KALIL
George has been involved in the Financial Services Industry for over 30 years, with a Diploma in Financial Planning from Deakin University. Having started as a Trading Floor Dealer and Private Client Adviser during the 1980’s, he eventually found his way to client advising.
His first advising role was as a salaried adviser for one of the big banks, during which he won various awards for both the volume of business he wrote and the service he delivered to his clients. Unfortunately, the bureaucratic framework that comes with being part of a large institution hindered his ability to give client centric advice and so, George decided to move away from a large bank and establish, Axis Financial Advisers. By doing so, George was able to give advice in a manner that was in the best interests of his clients, rather than his employer.
This freedom allowed George to give more tailored advice, and move away from simply selling a product for the bank. George continues to service a broad range of clients from all over Australia and hence, the business continues to prosper.
GEORGE QUINN
George has worked in the financial services industry since 1999, where he initially worked as a paraplanner. In 2007, George was then made an Authorised Representative, where he commenced working as a financial planner giving advice directly to clients.
George has also completed a Bachelor of Laws and a Graduate Diploma of Legal Practice, where he was admitted into the Law Society on 13 December 2017.
This has now allowed to him to expand his knowledge into specialising in Estate Planning and Commercial Transactions of Law.
JASON BURGMANN
Jason has been involved in the Financial Services sector since 1990 before beginning his financial planning career in 1999 with a “big 4” bank.
Since then, Jason has achieved a Diploma in Financial Planning, where he has held a financial planning role with a building society and a senior role in a private firm.
Jason has extensive experience in financial planning, investment advice and ensuring investor confidence in meeting their financial goals.