CFA Society Melbourne



CFA Societies Australia is a non-profit organisation which represents the local member societies of Sydney, Melbourne and Perth who are all member societies of CFA Institute. As such, CFA Societies Australia assists in the mission of CFA Institute to help investment professionals around the world meet the challenges of global investing. Currently, CFA Institute has over 120,000 members in more than 140 countries. Our aim is to help connect members to a global network of investment professionals and to promote fairness and integrity across the investment industry. Individually, our associations’ membership base of local investment professionals, which encompass portfolio managers, security analysts, investment advisors, and other financial professionals help to promote:

  • – Ethical and professional standards within the investment industry,
  • – Encourage professional development through the CFA Program and continuing education,
  • – Facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • – Work to further the public’s understanding of the CFA designation and investment industry.


Contact Us


President – Graeme Bibby, CFA Executive Director – Wendy Fergie, CFA


President – Anthony Serhan, CFA Executive Director – Michaela Francis


President – Jason G. Chesters, CFA Career Services – Nicolette Louise Ivory, CFA