Author Archives for Owen Caterer

AboutOwen Caterer

I 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.