CFAS Logo
Victoria Rati image

2006 marks the 10 year anniversary of the Society. We felt it would therefore be an appropriate time to profile the “founding fathers” to see where they are now and see how they have benefited from the CFA Program and their association with CFA Institute and society.

The founding members of the original board in 1996 were:

Your SSFA board

  • Victoria Rati CFA
  • President
  • Olivia Engel CFA
  • Vice President
  • Katrina Onishi CFA
  • Immediate Past President
  • Michelle Wigglesworth CFA
  • Communications
  • Brindha Gunasingham CFA
  • Education Programs
  • Richard Brandweiner CFA
  • Candidate Education
  • Robin Balcomb CFA
  • Membership
  • Kenneth Wan CFA
  • Treasurer
  • John Apthorp CFA
  • Executive Director

Volunteer Committee
Members

  • Alvin Chan CFA
  • Education Programs
  • Paul Allard CFA
  • Peter Cossetto
  • Member Events
  • Brett Boynton CFA
  • Communications

President:
Vice President/Education Chair:
Secretary:
Programs Director:
Treasurer:

Mark Lazberger CFA
Jim Savage CFA
Bruce Tomlinson CFA
Emilio Gonzalez CFA
Raymond Orr CFA

Mark Lazberger CFA
 

Then – 1996

Now – 2006

Organisation
Position

State Street Global Adivosrs
Managing Director

State Street Global Adivosrs
Head of International

Jim Savage CFA
 

Then – 1996

Now – 2006

Organisation
Position

MLC Limited
Associate Director

Jenkins Investment Management
Head of Marketing and Sales

How was the CFA Program beneficial to your career aspirations/goals?

“Early on it provided an accelerated learning curve in investment management and understanding for communication with clients. In later years the continuing education and networking has been the most beneficial.”

Favourite Quote

Life comes down to a few important moments, this is one of them.

Bruce Tomlinson CFA
 

Then – 1996

Now – 2006

Organisation
Position

AMP Investments
AMP Investments

AMP Capital Investors

How was the CFA Program beneficial to your career aspirations/goals?

“It allowed me to continue my professional development (continuing education) and gave me access to a global network of professionals.”

Favourite Quote

From Peter Bernstein, "If you don’t continue to learn in this industry then you
are dead."

Emilio Gonzalez CFA
 

Then – 1996

Now – 2006

Organisation
Position

Perpetual Investments
Manager, Research and Development

Perpetual Investments
Chief Investment Officer

Wanted!

Want to give back something to the industry that supports us all?

Get involved with the CFA Society of Sydney as a volunteer.

Learn how you can get help and get involved, click here for more information

How was the CFA Program beneficial to your career aspirations/goals?

“The CFA Program has assisted me in many ways from the early days of being part of the program and learning more about investments to post-CFA where I have had the opportunity to call on the CFA Institute for research and readings on investment topics. The opportunity to meet and exchange views with other charterholders that you would not ordinarily meet has been a valuable part of being a charterholder.”

Favourite Quote

When considering forming the Sydney Society someone asked. "Do you think we can get 15 charterholders together to start a Society?"