George

 

George Chakko-George BSc(hons) APFS – Partner & Chartered Financial Planner – has been in the industry and has worked in a team with Robin Chamberlayne since 1995, prior to the establishment of Progressive in 1997.

Professional qualifications: P1040071

George is a Chartered Financial Planner. In addition to the standard Financial Planning Certificates and Mortgage Adviser qualifications, and an honours degree in Financial Economics and Statistics, George also has Advanced Financial Planning Qualifications in the following:-

  • Taxation & Trusts
  • Personal Investment Planning
  • Long Term Care, Life and Health Protection
  • Holistic Financial Planning
  • Retirement Options
  • Pension Investment Options
  • Savings & Investments
  • Investment Portfolio Management
  • Lifetime Mortgage Activities

Other Professional Memberships include:

  • Personal Finance Society
  • Association of Independent Financial Advisers

Interests

George’s time outside of the office is fulfilled by an active and committed involvement in the leadership of his church, some community based projects and a keen participant in sport but only as time allows from the demands of his young family.