CFA Society Australia

CFA Society 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.

We are a not-for-profit association of more than 3,500 investment professionals in Australia setting the highest standards of education, integrity and professional excellence.

Mission

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

Culture Statement

At CFA Society Australia, board, staff and volunteers unite as one team, driven by a shared purpose and dedication to our mission. We embrace the diversity of talents, experiences and perspectives of all groups to achieve our business goals collectively. Together, we live and breathe a culture of accountability, ambition, collaboration, empowerment, engagement, respect, where everyone is valued and encouraged to contribute their unique skills and interests. By working together, we play important roles in realising our mission for the ultimate benefit of our society.

Our Four Values

Trust

Trust is receiving and giving confidence and reliance within our team, empowering decision-making, delegating, and taking ownership of tasks.

Respect

Respect is our shared method of interaction. Respecting others the way we want to be respected.

Inclusion

Inclusion is appreciating different perspectives without imposing conformity. Collaboration is our foundation for diversity.

Ambition

Ambition is being intrinsically and extrinsically motivated to evolve and exceed expectations as individuals, team and community.

Governance and Leadership

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

Board of Directors

Meet our Board of Directors

The Board is responsible for the overall governance, management oversight, and strategic direction of CFA Society Australia.

Michael Clancy, CFA

Chair

Chief Investment Officer, Rest Super

Louise Farmakis, CFA

Director

Head of Marketing, Client Services & Sustainability, Franklin Templeton Australia

Ashley Kerfoot, CFA

Director

Finance and Commercial Director, Collab Capital

Tracey McNaughton, CFA

Director

Chief Investment Officer/Partner, Escala Partners

Kate Misic, CFA

Director

Acting Chief Investment Officer, TelstraSuper

Nga Pham, CFA

Director

Senior Research Fellow, Monash Centre for Financial Studies, Monash University

Jingmin Qian, CFA

Director

Non-Executive Director

Rein Van Rooyen, CFA

Director

APAC Practice Lead, Cutter Associates

Diane Winnard, CFA

Director

Partner, PwC Australia

Management Team

Meet our Management Team

The Management Team ensures that our business strategy and plan are implemented effectively so we can achieve our goals.

Lisa Carroll

Chief Executive Officer

Brenda Ho

Head of Marketing, Communications, and Content

Michaela Francis

Head of Value and Growth

Michelle Granbery

Engagement Director, Universities and Candidates

Jacki Willing

Events Director

Stephanie Bonanno

Events Manager

Governance Structure

Governance Councils

CFA Society Australia is led by our Board, six National Councils, four State Chapter Councils, and Management Team. Our team, directors and council members meet regularly to provide leadership and direction and ensure proper governance of the Society’s strategic and operational activities.

National Councils

Member Engagement

To drive member engagement, growth retention and participation through initiatives that increase member satisfaction and engagement.

University and Candidate Engagement

To build the awareness of the CFA Program and the value of the CFA credentials with future candidates on their journey to become members.

Employer Engagement

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

Professional Learning

To forecast, design and facilitate professional learning and development programs that help members advance their careers through new skills, industry knowledge and perspectives.

Diversity

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

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.

View our National Councils and State Chapter Councils committee list >