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
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"
Mark Whittaker - Education
Bachelor of Commerce (Honours), University of Queensland- 2002
CA, Chartered Accountants Australia & New Zealand- 2005
CFA Charterholder, CFA Institute- 2006
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"
Joe Cole - Education
Bachelor of Business (Hons)- 1992
Chartered Financial Analyst- 2005
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"
Jake Koundakjian - Education
Bachelor of Economics, Carleton University- 1997
Chartered Financial Analyst, CFA Institute- 2001
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"
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),
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"
Michael Jessop - Education
Bachelor of Business (Acc & Finance) QUT, 2010
Diploma of Financial Services (Fin Markets) AFMA, 2012
Chartered Financial Analyst Program, 2013-2015
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"