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FSC Connect Webinar : Introducing the Financial Resilience Index

00:46:00

May 26, 2020 03:13 PM

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Speakers

Andrew Inwood
Founder and Principal @CoreData
Andrew is the founder and principal of CoreData and has more than 30 years’ experience in the Australian financial services industry. He started his career at Rothschild Australia Asset Management where he headed the marketing team, before moving to AMP Investments where he spent more than a decade.   During his time at AMP he was seconded to Virgin Direct in the UK to help establish the finance and investment arm of the group. Andrew returned to Australia to be marketing director of Wizard Home Loans. From Wizard he moved to Telstra where he spent three years as general manager of applications and hosted services, before leaving to start CoreData.  Andrew is the author of more than 50 pieces of significant research into clients and their behaviour and has a particular focus on the value of the client experience in financial services. He is a highly regarded speaker and has delivered key note speeches across the world.
Trisha Edmonds
Head of Advisory Distribution Funds @ANZ Investments
Trisha Edmonds has been with ANZ Investments since April 1999. Trisha and her team are totally committed to supporting authorised financial advisers by providing products and solutions that are simple and transparent, independently rated, have competitive fee structures and provide access to specialist investment managers. She joined the financial services industry in 1990 and her passion to ensure all New Zealanders receive high quality financial advice and appropriate solutions is unwavering. I lead a highly specialised sales team who have strong adviser relationships built on trust, honesty, and mutual respect.
Fumin Rianto
Head of Operations @CoreData Research
Fumin is head of operations at CoreData with nine years’ experience in financial services and five years’ experience in market research. He is primarily responsible for managing a team of analysts and researchers working on a range of syndicated and bespoke research projects for clients in the Australian financial services industry. He is also involved in developing proposals, research design, project management, data analysis and the production of syndicated and bespoke research reports. Before joining CoreData, Fumin worked for four years as a research analyst for Rainmaker Information where he was responsible for research analysis and reporting on superannuation, funds management and financial planning. He has a Bachelor of Commerce from the University of Sydney and a Master of Marketing from the University of Technology Sydney. He has also passed all three levels of the Chartered Financial Analyst Program.