CFA Societies Australia and CFA Society New Zealand today announced that they had formed a regional Advocacy Council for Australia and New Zealand. The aim of the Council is to champion ethical behaviour and leadership in investment markets, set benchmarks and standards to further improve market integrity and establish credentials for professional excellence in financial services.
The Council’s Members include industry experts representing key professions and industries within financial services and Directors of the boards representing the four CFA Societies in the region. The Council’s Members comprise:
Paula Allen- Consultant & Partner, Social Ventures Australia
Graeme Bibby- Chief Investment Officer, AIA Australia
Mark Delaney – Deputy Chief Executive and Chief Investments Officer, AustralianSuper
Gerhard Hambusch- Senior Lecturer, UTS Business School – University Technology Sydney
Catherine Savage – Managing Director, Savage Group Limited & Independent Director
Maria Wilton – Managing Director, Franklin Templeton Investments
Claire Mortoni- Director, CFA Society Perth & Manager Business Projects, Wesfarmers
Anthony Serhan – Acting Council Chair, President, CFA Society Sydney & Managing Director, Morningstar Australia
Dean Spicer – Director, CFA Society New Zealand & Head of Capital Markets – Global Markets, ANZ
Thomas Tam – Director, CFA Society Melbourne & Manager Equities, UniSuper Management
The Council is supported by a pool of subject matter experts, who are drawn from regional CFA societies’ resources to form Council project groups to investigate important matters of competency and compliance. It is also supported by and has access to the extensive resources of CFA Institute globally.
Mr Anthony Serhan, Acting Council Chair and President CFA Society Sydney, said the greatest acknowledged strength of CFA Institute was that it had managed for many decades to establish and sustain the highest standard of technical excellence and ethics of any such group globally.
“CFA Institute is an independent leader advocating and championing ethical behaviour in investment markets and a respected source of knowledge in the global financial community. Through the Advocacy Council, we will use our collective knowledge and experience to identify industry issues that impact investors and to support Government, regulators and industry in creating a world-class financial system in Australia.”
In establishing the Council, Mr Serhan said CFA Societies Australia and CFA Society New Zealand wanted to find Members who had the depth and breadth of insights from across the financial services industry to lend their expertise to achieving this task.
“We are very appreciative of the high standard talent we have attracted to the Council and the invaluable support they bring in achieving what we believe is not only a worthy goal but the most basic mandate of our industry.”
