Meet Our Leadership Team
Seasoned professionals bringing decades of capital markets experience to guide your financial education journey in Australia's evolving investment landscape.
Meridith Ashworth
With 18 years navigating Australia's capital markets, Meridith brings a unique perspective shaped by her tenure at Macquarie Group and subsequent role as an independent investment advisor. She witnessed firsthand how the 2008 financial crisis exposed gaps in investor education — gaps that continue to impact Australian portfolios today.
Her approach isn't about chasing the latest investment trends. Instead, Meridith focuses on teaching fundamental analysis principles that have proven resilient across market cycles. She's particularly passionate about helping investors understand the nuances of Australian equity markets, from mining sector volatility to REIT performance patterns.
Our Collective Experience
Our team combines practical market experience with academic rigor, creating learning experiences that bridge theory and real-world application.
Portfolio Construction
Learn systematic approaches to building resilient portfolios that weather Australian market cycles while capturing long-term growth opportunities.
Risk Assessment
Master quantitative and qualitative risk evaluation techniques used by institutional investors to protect capital during market downturns.
Market Analysis
Develop skills to interpret economic indicators, sector rotation patterns, and global factors that influence Australian investment markets.