The Financial Planning Association of Australia The Financial Planning Association of Australia

Wollongong Chapter Member Breakfast

Wednesday 28 March 2018, 07:30am to 09:00am

The FPA Wollongong Chapter Committee invites you to a Member Breakfast on Wednesday 28 March at Wollongong Golf Club. 

Meet the researchers, an interactive session with research and portfolio analysts from Banyan Tree

Banyan Tree is an independent research house providing economic and market data as well as research on Australian shares, managed funds, ETF’s hybrids and international markets.

Analysts Zach Riaz and Chhai Ung will discuss how the research process works and how to use & interpret research reports.

This session to be very interactive, so Zach Riaz and Chhai Ung will be ready to discuss issues of interest to you and answer any specific questions you may have about markets or specific stocks or funds. 

Event Details

Date: Wednesday 28 March
Registration: From 7:15am
Event Time: 7:30am to 9:00am
Venue: Wollongong Golf Club, Vue Function Room, 151 Corrimal Street, Wollongong

Breakfast will be provided

RSVP: By Monday 19 March

Cost: Members Complimentary I Non-Members $25
CPD: CPD Points will be awarded for this event

Our Speakers

Zach Riaz – Analyst

Zach has over 10 years’ experience in financial markets including portfolio management, investment management and sell-side equity research. Previously he worked as an equity research analyst at RBC Capital Markets covering the basic materials and industrials sector. Prior to this he worked as an equity analyst within IOOF research team, responsible for Australian equities with FUA of ~$2.5bn. He was earlier an Adviser to Nick Greiner (former Premier of New South Wales and Company Chairman), providing advice on large multi-national companies across diverse sectors encompassing financial performance, strategy and Merger & Acquisitions (M&A) proposals. Zach has an MBA (Finance) and Masters of Finance (Honours).

Chhai Ung – Analyst

Chhai has over 10 years’ experience covering financial markets, portfolio management, sell-side equity research and investment banking. Previously Chhai was an investment analyst/Portfolio Manager at Aberdeen Asset Management for their small and mid-cap fund, with the fund outperforming its benchmark across all periods. Prior to this he worked in the investment banking team at Morgan Stanley. He was earlier at ANZ Bank’s markets group and an academic’s research assistant at the University of Sydney. Chhai has a Bachelor of Commerce (Honours), Bachelor of Law (Honours) and Graduate Diploma in Legal Practice. Chhai has been admitted as a practicing solicitor in NSW.

The Committee looks forward to seeing you there!

FPA Wollongong Chapter Committee 

Chapter: NSW-Wollongong
Venue: Wollongong Golf Club
Address: 151 Corrimal St, Wollongong NSW 2500

Member = $0.00, Non-Member = $25.00

Contact: [email protected]