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Showing 1 - 10 of 188 results for "CFA"

T. Rowe Price Australia country head exits

ELIZABETH FRY  |  MONDAY, 30 MAR 2026
... executive founding director of the Bloomberg Women's Buy Side Network for Australia and New Zealand, and co-chair of the CFA Society Australia Member Council. T. Rowe Price said it remains committed to its Australian business. "As the market continues ...

Super moves: Brighter Super, UniSuper, Rest, Acenda

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
... business. He spent around two years at Insignia Financial as senior manager of wrap investment governance. Previously, the CFA charter holder ran product strategy at MLC Asset Management and held a number of roles, including investment analyst and wealth ...

TelstraSuper exec joins CFA Society board

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
TelstraSuper's acting chief investment officer was elected to the CFA Society Australia board last Thursday. Kate Misic will succeed former Aware Super chief investment officer Damian Graham, who has stepped down from the board. Misic brings more ...

T. Rowe Price appoints head of institutional distribution

ANGELIQUE MINAS  |  WEDNESDAY, 3 DEC 2025
... of the Bloomberg Women's Buy Side Network for Australia and New Zealand, and co-chair of the Chartered Financial Analyst (CFA) Society Australia Member Council. Crowe will report to T. Rowe Price Australia and New Zealand country head Darren Hall. Hall ...

Superannuation system quality stagnates: Report

KARREN VERGARA  |  WEDNESDAY, 15 OCT 2025
The quality of Australia's retirement system continues to stagnate at the B+ level based on the annual Mercer CFA Institute Global Pension Index (MCGPI) over the last four years. The retirement system has not improved since 2021 when it moved from a ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... uprising, though, fell short. Distrust in digital is also an undercurrent of investors' hesitation. A 2022 survey by the CFA Institute found that 82% of retail investors in Australia are more likely to trust human advice than robo-led advice. This ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... NFP sector. I look forward to supporting them in achieving long-term, impactful outcomes," said Trusler in a statement. A CFA Charterholder and lecturer for the CFA curriculum, Trusler is part of the CFA Society Australia's National Diversity Council ...

Prime Super bolsters investment team

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... sector, he worked at LGT Capital Partners in Zurich and Aqua-Spark in the Netherlands. He is a long-time consultant to the CFA Institute. His resume also features a stint in media where he hosted roundtables, crafted strategic investment communications ...

Sandi Orleow joins ECP board

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... These include Pengana International Equities, Sydney Financial Forum, Active Super, ACT Treasury and chairs the Australian CFA Diversity Council. "Sandi has a passion for innovation, diversity and inclusion. Her involvement and active engagement with ...

Realm House hires from Plato

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... income division. He previously worked at Westpac, Axa, Treasury Corp of Victoria, and IFM Investors. Tung is active in the CFA Society as an examiner and mentor. He will report to Realm's head of strategy and risk, Ken Liow. "We are delighted that ...
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