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23rd March 2015 - Private Wealth
Nothing succeeds quite like success, something Elston Intern Joe McCarthy is finding out. Joe recently passed his first CFA exam, putting him well on the way to becoming an analyst for Elston.
The rate of passing all three CFA exams is just 30%, meaning only top financial minds achieve this coveted global certification.
He plans to complete the final two exams this year, noting, “Earning a CFA is like being admitted to the bar, but for finance.” And he’s confident his experience at Elston is giving him a boost. “A big part (of the CFA) is practicing in an ethical manner and making sure that everything you do is in the clients’ best interests – something we already do at Elston.”
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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