Our People

Anusha Srinivasan-Ayer B Ec, Cert IV (TAE40110) Chief Executive Officer

Anusha has almost 20 years experience in Australian financial markets. For four years, she was a Business Development Manager at the Securities Institute/ Finsia, concentrating on customised corporate training solutions.

Prior to that, she worked as an equities analyst at Deutsche Bank, Salomon Smith Barney and Shaw Stockbroking, focussing on the financial services sector.

Bill Warner M Ed, B Econ, Cert IV WT & A, Director

Since 1984, Bill has served clients in the Australian and Asian financial training and education market. He is one of the founders of Financial Education Professionals Pty Ltd, starting the company in 2001. He was formerly a senior education, training and international executive with Securities Institute of Australia (SIA).

Bill’s primary focus is working with wholesale markets clients such as asset managers, investment banks, custodial services firms and financial regulators on training needs, course design and development, assessment and evaluation.

Joan Street, Dip Teaching, Cert IV WT & A, Director

Since 1986, Joan has served clients in the Australian financial training and education market. She is one of the founders of Financial Education Professionals Pty Ltd, starting the company in 2001.

She was formerly a senior education, training and continuing professional education executive with Securities Institute of Australia (SIA).

Joan’s primary focus is working with wholesale markets clients such as investment banks and asset managers on training needs assessment, course delivery and assessment.

Anne Wilkinson, BA (Hons), Account Executive

Anne has significant experience in the Australian Financial Services Industry, having worked for the Commonwealth Bank of Australia, specifically within Commsec, together with experience in Marketing and Teaching of English as a Second Language. Her primary focus is the team that administers our professional service provided for ASIC Licensing.

Yvonne Anastas, Senior Relationship Manager 

Yvonne has over 20 years experience as a Business Development Manager and Account Manager within the Financial Markets sector having worked for companies such as Reuters and Factiva.

More recently she was the National Sales Operations Manager for the Securities Institute of Australia / Finsia.

Morris Levitzke, BBus, Head of e-Marketing

Morris has a Business Degree majoring in Information Systems. After beginning his career as an IT consultant Morris moved into the Financial Services Sector. Over the last 20 years he has worked within Corporate and Institutional Banking, Wholesale Investments, Corporate Superannuation, Insurance Product Management and Business Development.

Stephen Chambers, Financial Trainer

Stephen has over 20 years experience serving clients in the Australian and Asian financial training and education market. He has formerly held senior positions with the Sydney Futures Exchange and The Treasury Department of the Australian Government. He was a winner of the Best Presenter Award for the Securities institute of Australia (SIA) as well as having been awarded the prize of best corporate trainer for the Financial Services Institute of Australia (FINSIA). His primary focus is working with wholesale markets clients such as investment banks, asset managers and regulators on training course design and delivery.

Financial Training Consultants

In addition, we work with a diverse range of experienced industry practitioners who are proven as excellent financial trainers in such areas as custody, financial markets, investment management and investment banking. (Contact Anusha Srinivasan-Ayer on +612 9252 7437 if you believe that you would meet our financial markets and financial training experience and quality requirements in the wholesale financial markets)