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Board of Directors
President - Olivia Engel, CFA
Vice President - Brindha Gunasingham, CFA
Immediate Past President - Victoria Rati, CFA
Treasurer - Richard Brandweiner, CFA
Director - Robin Balcomb, CFA
Director - Julian Morrison, CFA
Director – Shan Gao, CFA
Executive Director - John Apthorp, CFA
President
Olivia Engel, CFA
Position held since Sep 2007
Previous Positions: Vice President (2005-2007); Programs Chair (2003-2005); Membership Chair (2000-2002).
The President is the Chief Executive for the CFAS. Key activities include setting the strategic direction, building and strengthening key relationships, mentoring board members and retaining an oversight.
E-mail: president@cfas.org.au
Vice-President
Brindha Gunasingham, CFA
Position held since Aug 2007.
Previous Positions: Programs Chair (2005-2007); Candidate Education Chair (2003-2005); Candidate Education Committee Member (2003)
The Vice-President provides support and back-up to the Society President and is responsible for strategic and special projects.
Email: president@cfas.org.au
Immediate Past-President
Victoria Rati, CFA
Position held since Sep 2007
Previous Positions: President (2006-2007); Vice President (2004-2005); Candidate Education Chair (2002-2003); Communications Chair (2001-2002).
The Immediate Past-President is an advisor to President. Responsibilities include general Board duties, Investment Policy and Employer Outreach.
Executive Director
John Apthorp, CFA
Position held since Apr 2004.
Responsibilites include implementation of Board strategy and general administration.
Past Presidents
Victoria Rati, CFA: 2005 - 2007
Katrina Onishi, CFA: 2003 - 2005
Bruce Tomlinson, CFA: 2001 - 2003
Emilio Gonzalez, CFA: 1999 - 2001
Jim Savage, CFA: 1997 - 1999
Mark Lazberger, CFA: 1996 - 1997
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Committee Chairs
CFA Candidate Education
Shan Gao, CFA
Position held since Sep 2007.
Previous Positions: Candidate Committee Member (2007)
Responsible for the co-ordination of services to assist candidates in their preparation for the CFA Exams, including the CFAS Review Course and the provision of study materials.
Email: candidateeducation@cfas.org.au
Communications
Julian Morrison, CFA
Position held since Mar 2008
Previous positions: Programs committee member (2007-2008)
Responsible for website administration, including advertisements via Jobline, and the co-ordination of the half yearly newsletter.
E-mail: communications@cfas.org.au
Membership
Francois Schmidt, CFA
Position held since Jul 2008.
Previous Positions: Membership committee member (2007-2008). Responsibilities include approval of new membership applications, membership queries and initiatives, co-ordination of Social Events Committee.
Email: membership@cfas.org.au
Programs
Robin Balcomb, CFA
Position held since Sep 2007.
Previous Positions: Membership Chair (2006),Programs Committee Member (2004-2005).Key Responsibilities: Provide professional development and training for society members – manage the local professional development offering, review educational content, liaise with presenters and speakers and organise member education events
Email: membereducation@cfas.org.au
Committee Members
Programs
Kim Radalj, CFA Position held since Sep 2007.
Chris Thompson, CFA Position held since Feb 2008
Responsible for organisation and implementation of member educational events.
Email: events@cfas.org.au
Membership
Paul Dryza, CFA. Position held since Jun 2007
Responsible for review of membership applications
Communications
Michelle Wigglesworth, CFA
Position held since Mar 2008. Previously Communications Director (2006-2008).
Responsible for maintenance of Society website
Social Events
Peter Cossetto. Position held since Aug 2006
Member of the Annual Dinner committee |