Mark O’Flynn - Education

Bachelor of Commerce, University of Queensland- 2007
Bachelor of Economics, University of Queensland- 2007
Diploma of Financial Planning, Kaplan- 2009
CFA Charterholder- 2011

Experience
Centric Wealth 2005-2007
Wilson HTM 2008-2012
Macquarie Private Wealth 2012-2015
Tupicoffs - current

"I chose the CFA program as it is one the hardest and well recognised financial qualifications globally"

Contact: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Mark Whittaker - Education

Bachelor of Commerce (Honours), University of Queensland- 2002
CA, Chartered Accountants Australia & New Zealand- 2005
CFA Charterholder, CFA Institute- 2006

Experience
BDO, Corporate Finance Partner- 2004 to Present
Australian Accounting Standards Board, Graduate Intern- 2003

"While working at the AASB I decided a finance qualification was necessary to assist me break into the world of corporate finance. I decided on the CFA program as it is arguably the most challenging and well regarded finance qualification globally with the added bonus of a professional designation on completion"

Contact: (w) 07 3237 5676, (email) This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Joe Cole - Education

Bachelor of Business (Hons)- 1992
Chartered Financial Analyst- 2005

Experience
QSuper Senior Port Mgr (2012-Current)
QIC Portfolio Mgr (2007-2012)
Suncorp Quantitative Analyst (2003-2007)
Gartmore UK (97-2003)
Colonial First State Sydney (94-96)

"I initially chose to undertake study for the CFA qualification as I believed it represented the gold-standard benchmark for finance qualifications. The curriculum is broad, the exams extremely rigorous, and the qualification is recognised and respected internationally. Initially the CFA qualification helped me distinguish myself from others in the Investment Management Industry, but more recently it has acted as common-ground that facilitates global industry connections"

Contact: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Jake Koundakjian - Education

Bachelor of Economics, Carleton University- 1997
Chartered Financial Analyst, CFA Institute- 2001

Experience
FIIG Securities Limited: Director of Fixed Income Sales 2011 - present
Bank of Nova Scotia: Investment Specialist 2005 – 2011
Altamira Securities: Private Wealth Consultant 2001 - 2003
Bank of Nova Scotia: Trade Error Resolution 2000 – 2001
Canadian Imperial Bank of Commerce: Trade Representative 1997 - 2000
Toronto Dominion Bank: Trade Representative 1996 -1997

"After 4yrs of economics and finance through university, I wanted to know if I’d covered all the bases in finance. The only course that completely covered all markets in excellent detail is the CFA program"

Contact: (w) 07 3231 6629, (m) 0448 134 323, (email) This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Ken Howard - Education

Bachelor of Economics (University of Queensland – 1992)
Bachelor of Laws (University of Queensland – 1996)
Postgraduate diploma in Finance and Investment (Securities Institute - 1997
Chartered Financial Analyst (CFA Institute – 2004),

Experience
Morgans 2001 - present
Director Powerlink QLD 2007 to present (Chair of the Audit Committee)
Treasurer MacGregor State School P&C Association 2013 - present
Wilsont HTM 1998 - 2001
Infantry Officer Australian Army Reserve 1992 – 1998

"Having decided to make the financial services industry and financial advice my profession I was looking for a globally recognised education program against which to bench mark my knowledge and understanding.
The Brisbane Chapter: For me there are several clear reasons to support the establishment of a CFA chapter in Brisbane;

1. The financial services industry is on a journey of continuous professional development, and this is clearly in the best interest of clients and a focus for the regulator and legislator. The CFA Brisbane Chapter has been actively engaging with the local Universities;

a. Supporting the alignment of undergraduate and postgraduate course material with the CFA program and
b. The engagement of Universities and students in the prestigious CFA Institute University Research Challenge.

2. Professional networking is the perfect opportunity for building the familiarity, trust and friendships, which make Professional careers enjoyable and rewarding. Networking across disciplines, firms and institutions helps to broaden your perspective and scope for dealing with challenges and capturing opportunities and is an essential element of any prosperous business community"

Contact: (w) 07 3334 4856, (m) 0411 445 719, (email) This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Michael Jessop - Education

Bachelor of Business (Acc & Finance) QUT, 2010
Diploma of Financial Services (Fin Markets) AFMA, 2012
Chartered Financial Analyst Program, 2013-2015

Experience
CUA 2015- present: Senior Market Risk Analyst
Suncorp 2011- 2015: Treasury Funding Specialist, Market Risk Analyst
Army Reserves 2011 – Present: Finance Officer
QUT 2010-2012: Finance Tutor
KPMG 2007-2010: Senior Accountant

"I chose the CFA designation given its tough reputation, international recognition and the high regard it is held in by the finance industry. I was wanting a qualification that would set me apart from other professionals and business degree holders, and show employers I was a hard-working and driven individual"

Contact: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

CFAS Events

01 Feb 01 Feb
12 Feb 12 Feb
13 Feb 13 Feb
20 Feb 20 Feb

Latest CFAS News

  • CFA Sydney - AGM 2017

    The 22nd Annual General Meeting for the CFA Society Sydney will be held on Wednesday, 22 November 2017.

    The AGM will be held at the offices of Credit Suisse, Gateway Building, Level 31, 1 Macquarie Place, Sydney VOTE NOW

    Materials for the meeting will be available later in the year via the links below:

    AGM 2017 Agenda

    AGM 2016 Minutes

    Nomination Profiles 2017

    Proxy Voting Form 2017

              By-laws

    Audited Accounts for 2017

    CFA Society Sydney Annual Report 2017

     

    PROXY

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  • CFA Study Reveals Leaders Must Transform if Investment Industry is to Thrive

    Industry research outlines the trends and disruptions, suggests roadmap needed

    Sydney 9 April : The ‘Future State of the Investment Profession’ Study’  (Study) released by CFA Institute describes an industry at an existential crossroads and warns that investment industry leaders who fail to transform their business models may jeopardize the future of their firms.

    The release of the Study coincides with the ‘Putting Investors First’ campaign, an annual CFA Institute initiative to focus the attention of the industry on the needs of investors around the world.

    Read More
  • CFA Sydney - Candidate Gender Diversity

    Sydney 29 May 2017: CFA Societies Australia, member societies of CFA Institute, the global association of investment professionals, today noted that the ratio of female and male exam candidates was now close to 50 per cent.

    Amongst new candidates sitting for exams in December 2016, 46 per cent were women and 54 per cent were men. Female candidates returning to re-sit exams accounted for 44 per cent of total candidates.

    Mr Anthony Serhan, CFA, President CFA Society Sydney and Managing Director, Research Strategy, AsiaPacific at

    Read More
  • CFA Societies of Australia celebrates 20th anniversary

    CFA Societies of Australia celebrated their 20th anniversary on October 5th 2016. Over 350 guests attended the birthday dinner in Sydney, including CFA members and our industry colleagues. It was a great evening of the community coming together over terrific entertainment and important reflection.

    Highlights included a video interview featuring ten of the past and present presidents, as they looked back at history and forward to the future; and Geoffrey Robertson QC reprising his role as host of the TV series "Hypothetical" with senior industry

    Read More
  • CFA launches ESG guide for investment professionals

    November 2015 : CFA Institute has added an environmental, social and governance (ESG) guide for investment professionals to its expanding library of Codes, Standards and Guidelines. The Guide was developed in response to growing interest among investment professionals to better incorporate ESG issues in investment analysis, and serves as a comprehensive introduction to ESG considerations.

    CFA Society Sydney president, Anthony Serhan , said "Awareness of ESG issues in investing from energy efficiency to employee relations to bribery and corruption has grown substantially in the last decade." Noting

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  • More than 14,500 Pass Level III CFA Exam globally,

    Sydney, 12 August 2015 – CFA Societies of Australia, member societies of CFA Institute , the global association of investment professionals, today announced that 53 per cent of the 27,468 candidates who sat for the Level III CFA exam in June 2015 had passed their third and final exam . The 14,664 successful candidates will become CFA charterholders in early October, pending experience and membership requirements.

    Mr Anthony Serhan, CFA , President of CFA Society of Sydney, called on investment professionals to promote the highest standards of education

    Read More
  • Financial regulators ‘asking the wrong question’

    Sydney, 21 May 2015 : The focus on financial stability above all else may be leading governments and regulators to lose sight of what regulation should really be about, namely protecting investors and consumers, according to a leading global investment expert.

    Speaking yesterday at a breakfast organised by the CFA Institute as part of its ' Putting Investors First ' (PIF) month, Mr Anthony Neoh QC, SC , who is on the international advisory committee of the China Securities spoke about global trends in financial regulation, outlining a number

    Read More
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