Education
Chartered Financial Analyst (CFA)
|
CFA Institute
2014-2016 |
Certificate in Investment Performance Measurement (CIPM)
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CFA Institute
2016-2017 |
Master of Applied Finance (MAppFin)
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Financial Services Institute of Australasia (FINSIA)
2006-2009 |
Graduate Diploma of Financial Planning
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Financial Services Institute of Australasia (FINSIA) / Institute of Banking & Finance
2004-2005 |
Diploma of Financial Services
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Securities Institute of Australia (SIA)
2004 |
Other courses, certificates & memberships include:
- CFA Institute Member
- Certificate IV Mortgage Broking (2009): National Finance Institute
- Advanced SMSF Advisor (2005): Tribeca
- Advanced Business Succession (2009): Risk Specialist Institute
- Member of the Association of Financial Advisers (AFA)
- Member of the Tax Practitioners Board (TPB)
- Fellow of Financial Services Institute of Australia (2009)
- Six consecutive years listed in ProConsumer's "top 12" independent financial advisers (2011-2016)
- Member of CFA Institute Education Advisory Committee (EAC)
- Some basic computer programming knowledge (RStudio, Python, ShinyApps, Swift, SQL, MATLAB)
- Intermediate level knowledge in algorithmic trading systems through third party IDEs, such as Quantopian (predominantly for backtesting and analysis of risk management protocols)