CFA Societies Australia

CFA Societies Australia was established to build the brand and influence of CFA in Australia, grow member and candidate numbers, deepen engagement with members and stakeholders and contribute to the investment management industry and the integrity of financial markets.

Representing the interest of three Australian Societies of CFA Institute, together they are not-for-profit associations of more than 3000 investment professionals in Australia setting the highest standards of education, integrity and professional excellence.

Mission

To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society

Leadership and Governance

We’re committed to building the CFA brand, delivering member value, developing future professionals and contributing to market integrity.

Meet the CFA Societies Australia Team

Governance Council Members

The Australian Governance Council exists to further the mission of the CFA Institute and CFA Societies Australia, comprising CFA Society Melbourne, CFA Society Perth, and CFA Society Sydney. The Australian Governance Council will set national strategy and ensure alignment of national and local society strategies and activities.

Meet the Management Team

Led by Lisa Carroll, the Society Team ensures that our business strategy and plan are implemented effectively so we can achieve our goals.

Lisa Carroll

Chief Executive Officer

Trudi Eckersley

Administration Coordinator

Michaela Francis

Executive Director, CFA Society Sydney

Emma Phillips

Events Manager, CFA Society Sydney

Michelle Granbery

Candidate Services Manager, CFA Society Sydney

Sarah Polce

Events Coordinator, CFA Society Melbourne

Mona Basso

Executive Director, CFA Society Perth

Samantha Noy

Executive Officer, CFA Society Melbourne

Advisory Councils

Advocacy

To serve the greater good by creating an environment where investor and community rights come first, markets function at their best and economies grow.

Diversity

To raise awareness around the significant issue of diversity disparity and to effect positive change and achieve outcomes that lead to industry and community transformation.

Employer Engagement

To contribute to employer engagement, retention, growth and brand objectives through projects that advance our strategic goals.