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Adrian Boyd

Adrian Boyd

Insurance and Investment Salesperson

Followers of Adrian Boyd403 followers
location of Adrian BoydPenang, Malaysia

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  • Timeline

  • About me

    Ex-Director / Financial Strategies Advisor

  • Education

    • PS146 (RG146)

      2011 - 2012
      Advanced Diploma Financial Services Financial Planning and Services

      Activities and Societies: Taxation Planning (ADFS1), Estate Planning (ADFS2), Advanced Investment Planning (ADFS3), Financial Planning (ADFS 4)

    • PS146 (RG146)

      2008 - 2008
      Diploma of Financial Services (Financial Planning) Financial Planning HD

      Activities and Societies: DFP 1 - Foundations of Financial Planning DFP 2 - Investments DFP 3 - Superannuation & Retirement Planning DFP 4 - Insurance & Risk Management

    • Sacred Heart College Sorrento

      1983 - 1985

    • RMIT University Vietnam

      2015 - 2017
      Master of Business Administration (MBA) Executive (with Distinction) Business Administration and Management GPA 3.4

      The MBA (Executive) aims at developing forward thinking leaders underpinned by contemporary business knowledge, practice and research. The course is infused with principles of business design, enabling you to create, innovate, lead and manage complex initiatives within uncertain globally connected environments.

    • RMIT University Vietnam

      2016 - 2017
      Master of International Business (with Distinction) International Business GPA 4.0

      Activities and Societies: RMIT’s international business programs give you the skills to analyse and interpret the complex operations of global organisations, international trade and business relationships. Received full scholarship for this course.

    • Deakin University

      2015 - 2015
      Master's degree x 2 units Financial Planning HD for both units

      Activities and Societies: MAF702 Financial Markets MAF765 Financial Planning and Analysis Masters level course units one was a finance unit and the other a financial planning unit. Both units consisted of a group assignment and a final exam with a pass as a hurdle requirement. Achieved High Distinction for both units.

  • Experience

    • Colonial mutual

      Jun 1989 - Jan 1994
      Insurance and Investment Salesperson

      Insurance agent with investment and superannuation products. Great way to meet people and learn about the business. The industry has changed a lot since then.

    • Ontake Ski/Camping Resort

      Aug 1994 - Apr 1997
      Sabatical in Japan

      Learning Japanese whilst working with the locals in the mountainous countryside of Japan, Nagano. Fantastic people with fantastic quality food. Great experience.

    • Qantas Airways

      Apr 1997 - Jun 2008
      International Cabin Crew

      A fantastic way to serve and learn from people that come from virtually all walks of life and all cultures on the planet. From First Class, Business. Premium Economy and Economy; all around the world.

    • CCF Financial Advisors Pty Ltd

      Jan 2008 - Feb 2021
      Director

      Providing superior financial advice solutions with creative strategies that are tailored to our client's specific needs. Underpinned by strong academic knowledge of financial markets and investing experience.

  • Licenses & Certifications

    • Advanced Diploma Financial Services (Financial Planning)

      RG 146
      Feb 2012

    • SMSF Adviser

      Terra Cordis
      Nov 2009

  • Volunteer Experience

    • Board Director

      Issued by Southern Cross Grammar Foundation Trust on Jun 2013
      Southern Cross Grammar Foundation TrustAssociated with Adrian Boyd

    • Executive MBA representative

      Issued by RMIT University Vietnam Post Graduate Advisory Board on Jun 2016
      RMIT University Vietnam Post Graduate Advisory BoardAssociated with Adrian Boyd