Education
CFA Charterholder
|
CFA Institute
2014-2016 |
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 and certificates 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): FINSIA
- Nominated by ProConsumer.org as one of only twelve fully independent financial advisors (2011)
- CFA Institute Member