Moving money with your bank can be costly One of the most common questions we get from client’s is “how... View Article
Author Archives for Owen Caterer
AboutOwen CatererI have been a financial planner since 2005 for the last 8 years and prior to this I was a business and market entry consultant since 1999. I am fully committed to providing the expert advice and financial solutions to prospective and existing clients. I have a Diploma of Applied Finance (2005) and am a candidate for the CFA (Chartered Financial Analyst) qualification, passing the CFA Level 1 exam in June 2011. I am a member of FINSIA (Financial Services Institute Australasia) and am recognized as a Fellow of Finance, the highest industry accreditation available. I also hold a Bachelor of International Business (Chinese) from Griffith University. In my last position before founding Caterer Goodman I managed $250 million USD in client funds across a range of currencies and risk profiles.
A cyclical sort of place Summary Orlando, like Florida in general was hit hard by the building bust. It’s economy... View Article
Searching in the strength of the lonestar state The Plan I visited the United States in early February 2011... View Article
Japan and Middle East – Away from Oil and Nuclear The recent disaster in Japan and the Middle Eastern turmoil... View Article
Situation Temporary Dip – Fear has been overplayed. Wealth has been destroyed and lives lost. Many Japanese companies will suffer... View Article