Welcome to the CFA Society Melbourne
2022/23 Annual Report
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![IWD 2023 featuring Margaret Franklin, CFA, CEO and President, CFA Insitute]()
IWD 2023 featuring Margaret Franklin, CFA, CEO and President, CFA Insitute
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![2023 New CFA Charterholders]()
2023 Charter Award Ceremony feauturing our new CFA Charterholders
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![AIC2022]()
Australian Investment Conference 2022
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![Past President, Inna Zorina at the 2022 AGM]()
Past President, Inna Zorina at the 2022 Annual General Meeting
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![International Women's Day 2022, keynote presenter Leigh Sales]()
International Women's Day 2022 | Keynote presenter Leigh Sales
Executive Updates
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Message from the President
Louise Farmakis, CFA
Board Member and President -
Message from the CFA Institute
Brenda Hou, CFA
Head, Global Partnerships and Client Solutions, Growth Markets, CFA Institute -
Message from the National CEO
Lisa Carroll
CEO, CFA Societies Australia -
Secretary's Report
Linda Trusler, CFA
Board Member and Secretary -
Treasurer's Report
Brett Elvish, CFA
Board Member and Treasurer
Melbourne Society by Numbers
True to our values and love of facts and figures, below are the key stats of our Society. Data as at 30 June 2023.
Society Activites
FY23 saw us again pivot and evolve after strict ‘COVID restrictions’.
Amongst all the uncertainty we experienced over the past few years, we are now defining a ‘new normal’ in life both professionally and personally, however a constant throughout these times has been the incredible contribution of our valuable volunteers. The Melbourne Society adapted, innovated and thrived - as we introduced many new initiatives, programs and events across each of the four key portfolios.
Click on the links below to read more from each Portfolio Chair.
Thank you to our Volunteers
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![Andre Roberts, CFA]()
Andre Roberts, CFA
Senior Portfolio Manager, Investco
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![Andrew Nolan, CFA]()
Andrew Nolan, CFA
Managing Director, Eleuthera Investments
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![Dylan Mitchell, CFA]()
Dylan Mitchell, CFA
Institutional BDM, First Sentier Investors
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![Henry Lyons, CFA]()
Henry Lyons, CFA
Distribution Director, Channel Capital
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![Jack Wang, CFA]()
Jack Wang, CFA
Treasury Analyst, University of Melbourne
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![James Boyle, CFA]()
James Boyle, CFA
Investment Manager, Octopus
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![Juan Dosio, CFA]()
Juan Dosio, CFA
Associate PM
AustralianSuper -
![Kevin Heng]()
Kevin Heng, CFA
Performance & Risk, Telstra Super
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![Laukik Parulkar]()
Laukik Parulkar
Customer Service Specialist, JPS
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![Melissa Mun, CFA]()
Melissa Mun, CFA
CFA Society Melbourne Volunteer - Newsletter Chair
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![Nga Pham, CFA]()
Nga Pham, CFA
Research Fellow, Monash University
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![Paul Chua, CFA]()
Paul Chua, CFA
Associate, Frontier Advisors
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![Peter Ngigi]()
Peter Ngigi, CFA
Teaching Scholar, Deakin Uni
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![Philip Graham, CFA]()
Philip Graham, CFA
Lonsec, Investment Committee
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![Rangika Iddamalgoda]()
Rangika Iddamalgoda, CFA
Analyst, AustralianSuper
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![Yeukayi Kadzere, CFA]()
Yeukayi Kadzere, CFA
Associate, Golden Gate Associates
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![Zik Qian, CFA]()
Zik Qian, CFA
Investment Analyst, HESTA
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Elliot J Bouterakos, CFA
Project Lead - Investment Infrastructure, Iress
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Eti Amegor
Director, Axius Partners
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Anselm Loh, CFA
Investment Product Strategy Manager, Vanguard
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Joshua Nappa, CFA
Investment Analyst - Fixed Income & Cash, U Ethical Investors
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Cheryl Lim, CFA
Credit Analyst, Coolabah Capital
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Mike Aked, CFA
Senior Investment Specialist, Scientific Beta
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Aartee Megnath, CFA
Associate, Relationship Manager, BlackRock
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Evelyn Looi, CFA
Deputy Portfolio Manager, Activam Group
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Stefan Fernandes
Senior Commercial Analyst, Bapcor
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Nicholas Hurley, CFA
Managing Director, Executive Agents
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Riya Maben
Portfolio Analyst, Drummond Capital Partners
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Ben Heng, CFA
Relationship Manager, Vice President, Northern Trust Asset Management
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![Portfolio Analyst, Balanced Equity Management]()
Cherylyn Chan, CFA
Investment Product Strategy Manager, Vanguard Australia
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![Eveline Wang, CFA]()
Eveline Wang, CFA
Corporate Development Manager, CITIC Resources
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Winston Kosisah
News Analyst, FactSet
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Monica Narang, CFA
Associate Director l Institutional Health, ANZ
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Marija Stojanovic, CFA
Director, FTI Consulting
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Sam Walker, CFA
Assistant Portfolio Manager, Australian Unity
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Lewis Jackson, CFA
Regional Director, Institutional, Dimensional Fund Advisors
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Christopher Schade, CFA
Investment Analyst, Martin Currie
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Rob Fowler, CFA
Independent member - TelstraSuper Investment Committee
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Adrian Chen, CFA
Associate Director, Corporates, Westpac Institutional Bank
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James Douglas, CFA
Dealer at L1 Capital
