CIMA® Society of Australia

The CIMA® Society of Australia is the premier community for investment and wealth professionals in the Asia-Pacific Region. As an affiliate chapter of Investments & Wealth Institute, we provide a complete and accredited CIMA® certification program.

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Interested in joining the CIMA® Society of Australia?

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Call us

+61 2 9431 8696

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Email us

admin@cimasocietyau.org

What Is the CIMA® Society of Australia?  

Our mission is to promote and maintain a high standard of knowledge and practice among investment and wealth professionals, with the CIMA® certification program as the core strategy.

We work with a highly accredited strategic partner,  The Portfolio Construction Forum (PCF), to deliver CIMA® certification and continuing education services. Through the PCF’s synchronous online program, you’ll receive convenient access to advanced CIMA® education.

150+

Investment and wealth professionals in Australia are CIMA® certified

8727

CIMA®-certified professionals worldwide

2000

The year that the CIMA® Society of Australia was established

Membership Benefits

As a member, you receive benefits from both the CIMA® Society of Australia and IWI, including:

Exclusive education offers

Get concessionary rates to Portfolio Construction Forum programs and continuing education (CE) courses. Use CE hours earned through the Forum to meet your CIMA® certificants’ CE commitment.

Members-only online program discounts
As a member, you’re eligible for discounts on certificate programs offered through Investments & Wealth Institute, covering disciplines such as Fiduciary Advice, Options and Futures, and more.

View Certificate Programs in the Academy

Free subscriptions to premier publications

As part of the affiliated IWI member benefits, you can receive free subscriptions to industry publications: Investments & Wealth Monitor, Journal of Investment Consulting, Investments & Wealth Research, Insight, and Investment Sense.

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Networking and events

Connect with fellow investment and wealth management professionals at CIMA® Society of Australia events. Email admin@CIMAsocietyau.org for more information.

CIMA® Society of Australia Board of Directors

Marsha Beck, CIMA®

Chair

AMP Capital

Sydney

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Annika Bradley, CIMA®

Chair

Morningstar

Brisbane

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David Peacock, CIMA®

Chair

Peacock Investment Consultants

Adelaide

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Paul Newfield, CIMA®

Chair

Frontier Advisors

Melbourne

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Graham Rich

Executive Officer

Portfolio Construction Forum / CIMA® Society of Australia

Sydney

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Pete Norris, CIMA®

Executive Officer

Keystone Wealth

Auckland, New Zealand

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Tim Macready, CIMA®

Executive Officer

Brightlight

Sydney

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Mirko Cugura, CIMA®

Deputy Chair

Innate Financial Services Group

Melbourne

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Brnic Van Wyk, CIMA®

Chair, Governance & Nominating Committee

QSuper

Brisbane

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Vicki Gemisis

Chair Finance & Risk Committee

Ausbil Investment Management

Sydney

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Isaac Poole, CIMA®

Chair Finance & Risk Committee

Oreana Financial Services

Burnie

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