Barry Y. Email
Foreign Investment Analyst @ Australian Treasury
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Barry Y. Location
- Sydney, NSW, AU
Barry Y. Work
- Foreign Investment Analyst @ (May 2020 - Present)
- Associate Adviser @ (September 2018 - March 2020)
- Adviser Support, Wealth Management @ (July 2017 - September 2018)
- Paraplanner @ (May 2016 - July 2017)
- Associate - SMSF @ Maple Planning (March 2012 - May 2016)
- Corporate Actions Analyst @ (February 2010 - November 2011)
- Associate @ (June 2003 - February 2010)
Barry Y. Education
- Macquarie Graduate School of Management
Graduate Diploma (Applied Finance)
2020-2022 - Macquarie Graduate School of Management
Graduate Certificate (Applied Economics)
2018-2020 - Kaplan Professional
Accredited Derivatives Adviser Level 1 (Financial Planning and Services)
2018-2018 - Kaplan Professional
Diploma in Financial Planning (Financial Planning)
2015-2017 - Kaplan Professional
Accredited Listed Product Adviser Program (ALPA) (ASX)
2016-2017 - University of Saint La Salle
Bachelor of Arts (B.A.) (Philosophy)
1996-2000
Barry Y. Skills
- Asset Allocation
- Financial Market Research
- Asset Management
- Microsoft Office
- Qualitative Research
- Xplan
- Model Portfolios
- Index Funds
- ETFs
- Stock Picking
- Stock Market Analysis
- Derivatives Trading
- Behavioral Finance
- Investment Portfolios
- ASX
- Personal Finance
- Net Present Value (NPV)
- Internal Rate of Return
- Profitability Index - Capital Rationing
- Case Studies in Applied Finance
- Cash Flow Analysis
- Dividend Forecasting
- Discounted Cash Flow Analysis
- Research
- Tactical Asset Allocation
- Risk Assessment
- Risk Management
- Hedging
- Business Valuation
- DCF Valuation
- Company Valuation
- Investment Valuation
- Equity Valuation
Barry Y. Summary
- Barry Y., based in Sydney, NSW, AU, is currently a Foreign Investment Analyst at Australian Treasury. Barry Y. brings experience from previous roles at Kennedy Partners, Macquarie Group, AGS Financial Group and Maple Planning. Barry Y. holds a 2020 - 2022 Graduate Diploma in Applied Finance @ Macquarie Graduate School of Management. With a robust skill set that includes Asset Allocation, Financial Market Research, Asset Management, Microsoft Office, Qualitative Research and more. Barry Y. has 1 emails on RocketReach.
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