Search
NEW CHAPTER: James Turnbull (left), Claire Mortoni and Jason Chesters before the launch of the WA chapter of the CFA Society. Photo: Bohdan Warchomij

Numbers tally so CFA launches local branch

IF Perth needs another symbol of its coming of age as a major commercial centre, then the launch later this week of the CFA Society could be it.

The third chapter to operate in Australia, the society represents chartered financial analysts - qualified professionals who would normally be found working as fund managers, stock market researchers or investment bankers.

The Perth chapter’s inaugural president, Wesfarmers business development, business projects manager, Claire Mortoni, said the growth in numbers in Western Australia had helped make the case to establish the society here, as well as offer those aspiring to be CFAs more access to services offered directly by the CFA Institute, which manages the education program behind the qualification.

A former London-based analyst with Goldman Sachs, Ms Mortoni said there were between 50 and 60 charter holders in WA out of about 1,500 nationally.

She said many had gained their qualification elsewhere and had returned to Perth.

“We are looking at an interesting future when it comes to Perth,” Ms Mortoni told WA Business News.

“Because of globalisation it is easier for people to be located wherever they like.”

The institute in Perth had about 120 candidates at various stages of the three-level course, which is done in an individual’s own time. Each candidate must have four years’ relevant work experience before they start the course.

Login

(existing subscribers)

The password field is case sensitive.
Request new password

Add your comment

Accountants

2nd-Deloitte547
3rd↑PwC510
4th↓KPMG473
5th-RSM272
6th-BDO170
97 accountants ranked by number of accountants (including partners) in WA

Full-time in-house consultants

3rd-EY190
4th-Deloitte171
5th↑KPMG166
6th↓PwC163
7th↓Fujitsu AustraliaNFP
160 consulting firms ranked by number of full-time WA inhouse consultants

Corporate finance employees

1st-EY68
2nd-Deloitte49
3rd↓KPMG31
4th↑PwC30
5th↑BDO26
72 corporate finance ranked by staff in corporate finance area (WA)

Insolvency professionals

10th↓McGrathNicol15
11th-EY14
12th↓KPMG14
13th↑Cor Cordis14
14th↑Pitcher Partners18
51 insolvency practitioners ranked by number of professional staff working in insolvency (WA)

Number of Employees

Accountants

2ndPwC575
3rdDeloitte573
4thKPMG513
5thRSM401
6thBDO231

BNiQ Disclaimer