The Board of Directors serve a critical leadership role in the CFA Societies by providing strategic direction to carry its mission and vision in Australia by coordinating the needs of society members with the rapidly changing environment of the investment industry.  Its independent voice aims to promote the integrity and efficiency of the capital markets that underpin the investment profession and the broader Australian economy.

CFA Society Sydney

CFA Society Sydney is pleased to announce that Charles Wu, CFA, (a photo is included in the attached document) has been appointed President following the Annual General Meeting. Mr Wu is the Deputy Chief Investment Officer and General Manager Defined Contribution Investments at State Super.

“I am excited for this extraordinary opportunity to serve my fellow members, volunteers and the greater finance community as I begin my term as President of CFA Society Sydney. I look forward to deepening our impact locally and nationally,” said Mr Wu.

New appointments to the Board of Directors include:

• Raj Gohil, CFA, as Vice President. Mr Gohil is the Head of Macquarie Investment Management in Australia.
• James Cowper, CFA as Treasurer. Mr Cowper is the Director, Principle Advisory Services.
• Rein van Rooyen, CFA as Brisbane Director. Mr van Rooyen is the Head of Investment Performance & Operations, Group Governance, Q Super.

CFA Society Sydney would like to express its gratitude to departing board members, Anthony Serhan, CFA, Michael Brivulis, CFA, and Jake Koundakjian, CFA. The Society thanks them for their support while serving on CFA Society Sydney’s Board.

CFA Society Melbourne

CFA Society Melbourne has made the following appointments to the board with experienced industry leaders:

• Brett Elvish, CFA as Treasurer. Mr Elvish is the Founder and Director, Financial Viewpoint.
• Rob Fowler, CFA as Programming Chair. Mr Fowler is the former Chief investment Officer, HESTA.

CFA Society Melbourne thanks departing board members Graeme Bibby, CFA, Thomas Tam, CFA, William Nigro, CFA, and Leila Lee, CFA, for their service on the Board.

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