Education
CFA Charterholder
|
CFA Institute
2014-2016 |
Certificate in Investment Performance Measurement (CIPM)
|
CFA Institute
2016-2017 |
Master of Applied Finance (MAppFin)
|
Financial Services Institute of Australasia (FINSIA)
2006-2009 |
Graduate Diploma of Financial Planning
|
Financial Services Institute of Australasia (FINSIA) / Institute of Banking & Finance
2004-2005 |
Diploma of Financial Services
|
Securities Institute of Australia (SIA)
2004 |
Other courses, certificates & memberships include:
- Certificate IV Mortgage Broking (2009): National Finance Institute
- Advanced SMSF Advisor (2005): Tribeca
- Advanced Business Succession Accreditation (2009): Risk Specialist Institute
- Fellow of Financial Services Institute of Australia (2009)
- Six consecutive years listed in ProConsumer's "top 12" independent financial advisers (2011-2016)
- CFA Institute Member
- Currently learning computer programming languages, Python and Swift