Simon Liu is a Digital Analytics Specialist and Chartered Accountant. He is an experienced professional with over 8 years’ experience having worked at CBUS super fund, Telstra, Intrepid Travel and The Good Guys. His roles included digital sales, business partnering, and mentoring interns and grads. He holds tertiary qualifications in Commerce, Analytics and Digital Marketing, and is a qualified CharteredAccountant in Australia (CA).
Meet Our Coaches
Arjun is an experienced Financial Markets professional currently working as a Senior Consultant in FX and Derivative markets for Associated Foreign Exchange. He has a Masters degree in Finance and Financial Management Services. Arjun has previously worked in Wealth Management and Investment Advisory space for NAB and Citigroup. Arjun has over 8 years of experience in Financial Services and has extensive knowledge across various industry sectors. Throughout his career he has been passionate about mentoring students, grads and junior staff members.
Andrew is currently a Senior Business Analyst at NAB Melbourne. He has 4 years of experience in Credit Risk modelling at major Australian banks and an international bank in Singapore. He has skills in financial valuations modelling, derivative pricing, financial risk management and controls and hedge accounting.
Qiulin has a background in both Economics and Law, having studied at ANU and the University of Sydney in Australia. Qiulin has accounting and finance experience in China and was formerly with the Business/Tax Advisory department at Deloitte.
Gary joined Ipac (now AMP Advice) in 1998 and has over 25 years’ experience in the financial services industry, including 11 years as a senior executive. Over the course of this impressive career, he has held roles as the Head of Risk Management and Head of Compliance for several leading financial institutions. Gary holds a Master of Commerce, majoring in Financial Planning.
Sue is a senior analyst with rich experience in accounting and banking. Having started her career at EY and with over 6 years at NAB as Associate, Analyst and Finance Planner, Sue is now a Scenario Analyst Planner at EnergyAustralia. She has a degree in Business Administration and a Masters in Accounting.
Silvia is an experienced generalist and problem solver with a demonstrated history of working in the banking industry across Asia and Australia. She is currently with ANZ as a senior manager. She is a strong finance professional with a Master of Business Administration (MBA) from INSEAD.
Kobe graduated from the University of Melbourne with a double degree in commerce and law. Having previously worked at Minter Ellison law firm, Kobe is currently at Listings ASX, having held the role of Senior Advisor for 7 years, and has extensive knowledge about the Australian stock market. He is also currently the Assistant Company Secretary at BoardRoom Limited.
Ariel is an experienced finance marketing professional with a demonstrated history of growth hacking, specialising in partnership management, marketing strategy planning and execution. Ariel is currently the Marketing Manager at Saxo Markets and was previously the Marketing Manager at IG Group – the world’s largest foreign exchange broker – for the Asia Pacific region.
Qin is currently working at Bank of Melbourne as Business Development Manager. She is primarily responsible for multi-cultural immigration-related banking. Prior to this, Qin had provided assistance in business transactions between China and Australia in various fields, including marketing, media, and international trade.
Shirley has rich work experiences at various international financial institutions including ANZ, Standard Chartered Bank and Bank of China. Before establishing Infinity Coaching Institute, Shirley was the director & senior career coach at Careerist Consulting and strategic business partner at DreambigCareer. Shirley is also a certified master NLP Practitioner and the winner of CFA scholarship 2008.
Andrew Pham has spent 8 years working in finance mostly as an Institutional Banker across Australasia and with the largest companies in the Asia Pacific. He has worked for some of the largest finance companies in Australia including ANZ, NAB, Deloitte, EY and the ASX. He is now passionate about helping others succeed in their careers by sharing his various experiences.
Jake Rong Chen
Jake is a business consultant and a brand manager who has experience across strategy development, digital, traditional marketing, supply chain management and product development. Jake's roles have required him to develop an acute balance between a creative mind-set, and the outstanding needs and desires of target consumer markets. Jake is also currently a lecturer at Ducere Business School, and was a head tutor (management & marketing) for the University of Melbourne.
Wendy is a strategy consultant at Australia’s largest future fund management agency. She has more than nine years of financial management experience and is experienced at creating sustainable business development through the application of innovative and quantitative ideas. Wendy is also the scholarship winner of the University of Melbourne’s 2008 Financial Honours degree.