Ian has been a Principal of CP1 for fifteen years. During this time, he has led the firm through many progressive changes and assisted hundreds of clients to reach their own financial goals. Ian is a calm and steady leader who instantly makes people feel at ease in his very capable hands.
Let’s learn a little more about Ian George:
How long have you been at CP1?
It seems incredible but in June 2019 I have been with CP1 for twenty years. I am very proud that fifteen of those have been as a principal.
What do you enjoy most about working at CP1?
After twenty years, I am now one of the more “mature” members of the CP1 team. What makes this current period of my working life so enjoyable is the opportunity to lead our young energetic team. I’ve always enjoyed working with a diverse group of clients. Assisting differing business people in their journey to success is always rewarding and I never tire of that shared feeling of satisfaction as they achieve their goals.
Tell us about your life outside CP1?
I have a keen interest in sport. I enjoy playing tennis and watching cricket, tennis and the AFL. Spending time with my family is important, especially now my children have become young adults. This is a very rewarding but also challenging time.
This document contains general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a Financial Adviser before making a financial decision. This document has been prepared by Count Financial Limited. ‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence No. 227232, Count is 85% owned by CountPlus Limited ACN 126 990 832 (CountPlus) and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490. Information in this document is based on current regulatory requirements and laws, as at 17 January 2018, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on this document.
The sixth Women in Focus webinar explored Goals-Based Investing versus traditional investing approaches, and helped you to consider how well equipped you and your family are with an investment strategy