I hold a Bachelor of Economics (Monash) and a Master of Commerce (Hons) (Uni Melbourne). I’ve lectured at the AGSM, University of Melbourne, RMIT University and Whittier College in California over a period of 35 years. I’ve taught accounting and finance in Australia, Hong Kong, Singapore and Malaysia, and financial planning in Australia and Singapore. I have worked for BBL Funds Management Ltd, a specialist index fund manager, providing training and education support to financial planners. To top that all off, I’ve also held a Certified Financial Planning (CFP) designation while practising as a financial planner.
I am currently the Head of Teaching and Learning at Monarch Institute. As a trainer, I hold a Certificate IV in Training and Assessment. I have written a chapter for an Australian text book titled Personal Finance, first published by John Wiley and Sons in 2001. My other publications include written course materials for the RMIT Master of Finance and Monarch Institute.