AAFM Board Certified Financial Analyst Designate and Financial Planner Association Chartered Certification & Financial Planning College & Training Worldwide
Brett King is the CEO of the American Academy of Financial Management, and an internationally acknowledged expert on wealth management and private banking with an emphasis on the Middle East and Asia Pacific. Prof. King is also the founder of User Strategy, a boutique consultancy focused on improving customer interaction for leading financial services companies and businesses. His clients include HSBC, Citigroup, UBS, Standard Chartered, CSFB, and BNP Paribas.
Carl is a specialist consultant and trainer in the finance sector, working specifically in the areas of technology integration, including formulation of IT strategy, IT blue-print development, and marketing, sales and operational directives for leading multi-national companies. As a senior manager, he has led technical and business teams for projects in over a dozen countries worldwide.
Geoffrey H J Baring is CEO of the Monash Consulting Group a Melbourne based Training Organisation and board member of the American Academy of Financial Management.
He has a background in management consulting, initially at London based Urwick, Orr and Partners and subsequently as the Director of Human Resources Consulting in the international accounting firm, Arthur Young.
Bye is a first-class all-round marketer, brand builder and commercially-focused planner with exposure to a wide and varied range of commercial challenges across different business sectors. Excelling in the strengthening of brand identity and in the operational implementation of strategic and tactical sales and marketing strategies within tight time-scales and to budget, including in-depth understanding of web strategy and the implementation of customer service initiatives to maximise customer loyalty.
Dr. Gordian Gaeta has been an advisor, consultant and partner to investment banks, and corporate finance boutiques within the region for more than 20 years. He has developed strategies and business plans for capital markets businesses in all major Asian economies as well as for many of the region's stock exchanges, capital markets associations and financial institutions. He currently operates his own private equity investments, risk advisory business and undertakes corporate restructurings.
Keith Lambert is currently Treasurer of an Australian Mortgage Finance company with over $500 million under management; he holds a Responsible Officer Licence under the Australian Prudential Regulation Authority as well as an MBA from Macquarie University. He is a Fellow of the Chartered Institute of Bankers in the UK; a Senior Fellow of the Financial Services Institute of Australasia and is a Visiting Fellow at Deakin University in Melbourne.
Martin Davies is a principal consultant risk based banking SME and a managing partner within the business solutions competency at Causal Capital. He specialises in designing risk measurement and management systems with a particular focus on regulatory capital frameworks. He has more than 10 years experience developing bespoke knowledge / workflow and scorecard solutions for financial institutions in both strategic and processing areas of the business.
Michael Armstrong runs his own financial services consulting practice concentrating on markets in Asia and the Middle East. He has spent 15 years in the banking and finance industry based in Sydney, Hong Kong and now Singapore.
He is Industry Advisor to the American Academy of Financial Management (AAFM) and a former Senior Manager, with HSBC in Hong Kong.
Michael Preiss, CWM (Chartered Wealth Manager) serves as Associate Director, Investment Advisory Group at HSBC Private Bank, serving clients in the Middle East and South Asia.
Advisor on Global Board of Standards on Wealth Management and Private Banking curriculum for the Middle-East and Asia with the American Academy of Financial Management (AAFM).
Michael spent 22 years in the banking and finance industry as a practitioner; he gained experience in all areas of the industry, ranging from branches to the international area. He worked at all levels and processes from retail lending to major project finance transactions. During the later stages of his industry career he was directly responsible for substantial change within the international area; he succeeded in changing the focus from paper to people by applying the principle of portfolio and relationship to the trade area.
Professor Richard Petty is Associate Dean and Professor in Management (Accounting & Finance) at the Macquarie Graduate School of Management, Sydney, Australia. Richard is also Chairman of an investment company headquartered in Hong Kong.
Professor Petty is Deputy President, CPA Australia and serves on the organisation’s Board of Directors. Richard serves on several other Boards including Flintwood International Ltd, the Ireland Funds (Greater China) Ltd, and AISHK Ltd.
An experienced investment professional who has worked in the Wealth Management, Private Banking and Insurance sectors in London, Canada and the Middle-East, for over 15 years. Sameh has experience managing wealth management teams for Union National Bank, Zurich International, Citibank, Bank of Montreal and London Insurance/Prudential Securities. His experience includes managing portfolios of individuals worth more than US$70m+ and leading teams of 20+ professionals dedicated to investment and wealth management. He has also led teams responsible for IPO placement and underwriting for Gulf based markets.
Dr Suresh Cuganesan is at the Macquarie Graduate School of Management where he is also the Director for its Centre for the Management of Knowledge Capital. Suresh Cuganesan has worked in the areas of accounting and finance, occupying positions at Price Waterhouse and Westpac Institutional Bank.
Warren F Gillian has been responsible for assisting new and existing businesses in over twenty countries throughout Asia, Middle East and North Africa. In all, over 250 companies within these regions have been assisted by Mr. Gillian to achieve various degrees of business and environmental risk and Compliance performance enhancement, utilising his broad experience and technology and information transfer skills.
