I have been a financial planner since 2005 for the last 8 years and prior to this I was a business and market entry consultant since 1999. I am fully committed to providing the expert advice and financial solutions to prospective and existing clients. I have a Diploma of Applied Finance (2005) and am a candidate for the CFA (Chartered Financial Analyst) qualification, passing the CFA Level 1 exam in June 2011. I am a member of FINSIA (Financial Services Institute Australasia) and am recognized as a Fellow of Finance, the highest industry accreditation available. I also hold a Bachelor of International Business (Chinese) from Griffith University. In my last position before founding Caterer Goodman I managed $250 million USD in client funds across a range of currencies and risk profiles.
Caterer Goodman Partners is a Shanghai based wealth management firm established with a clear vision to provide a new level of personalized financial planning services for expatriates in Asia. Our financial advisors provide guidance for our clients in all areas of investment, specialising in managed accounts, money-market funds, retirement planning and alternative investments. At Caterer Goodman Partners, we offer our advice and experience to provide low cost, tax-effective and simple solutions to match our clients' interests.
I have been a financial advisor since 2003 and prior to this were a institutional business development director, specializing in fixed income and foreign exchange markets. I have a Master in Business Administration with a concentration in Finance (1999) from the Olin School of Business at Washington University in St. Louis and am a candidate for the CFP (Certificate Financial Planner) qualification. I also hold a Bachelor of Arts with a Major in Economics from Denison University. In my last position before joint Caterer Goodman oversaw $350 million in client funds across a range of currencies and risks profiles.
I have been a financial planner since 2007. I am fully dedicated to providing expert advice and financial solutions to prospective and existing clients. I hold a Bachelor of Finance from University of Colorado. In my last position before joining Caterer Goodman I interpreted financial data and monitored economic, industrial and corporate developments in order to make the best investment decisions for our clients.