I worked in the corporate world for years, in fact over 16 years, but I also had the passion for learning and sharing knowledge so much so that I started teaching at one of the Universities in Sydney in 2014 as a guest lecture.
I started teaching personal wealth management subjects and realised how abstract the topic is and not as practical as you would expect.
So while I was practising as a financial adviser and teaching at the university, I started developing more practical, case study and scenario-based courses for the advisers. I then joined one of the leading education providers of financial services, but I felt that I could do better and more for my fellow adviser in the most challenging times.
In the times that the industry is under the hammer, new standards and regulations hitting us from the right and left and centre. And we still have to service our clients and keep moving forward.
I felt that the dumbed-down versions of the current courses and workshops don't do justice to my peers who are very educated, knowledgeable and passionate about financial services and their clients' best interests.
So I developed an intensive eight weeks online course to help advisers get exam ready in no time.
It's structured to cover each of the FASEA curriculum in one week and practice it in next week.
From an adviser to another one, I am very proud of what we have achieved as an industry during a challenging time, and I can't wait to see every one of you pass your exam and succeed in your ventures. Let's do it together!
Some of my qualifications:
Bachelor in Mathematics,
Master of Finance
Behavioural Finance Researcher
Over seven years of experience in Financial Services and eleven years in Risk management and Governance
If you like to know about me, you can check my LinkedIn page.