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Gary Noakes, CIMA®

Gary Noakes, CIMA®

Personal Banker

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location of Gary Noakes, CIMA®Sydney, New South Wales, Australia

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  • Timeline

  • About me

    Director, Global Investment Services | M.FinPlan

  • Education

    • Investments and Wealth Institute

      -
      Certified Investment Management Analyst (CIMA®) Investment Management Certified

      Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction and manager search and selection designation. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.

    • Portfolio Construction Forum

      -
      Investment Management Analyst Certificate Investment Management Certified

      The IMAC presents subjects focused primarily across three knowledge Domains - Markets, Strategies and Investing - with the central focus on Strategies, which encapsulates the investment planning process.Markets - determining the drivers of and outlook for the investment markets.Strategies - designing robust investment strategies to meet defined objectives.Investing - selecting quality investment management solutions that are suitable for portfolios.

    • Western Sydney University

      -
      Master of Financial Planning Finance and Financial Management Services Distinction - Dean's Merit List

      Principles of Financial Planning: High Distinction Commercial Law: Distinction Communication and Ethics: High DistinctionTaxation Law: DistinctionRetirement and Estate Planning: DistinctionContemporary Issues in Taxation Law: DistinctionSuperannuation: DistinctionRisk Management: High DistinctionInvestment Planning: High DistinctionFunds Management and Portfolio Selection: DistinctionInvestment Market Research Project: High DistinctionInvestment… Továbbiak megjelenítése Principles of Financial Planning: High Distinction Commercial Law: Distinction Communication and Ethics: High DistinctionTaxation Law: DistinctionRetirement and Estate Planning: DistinctionContemporary Issues in Taxation Law: DistinctionSuperannuation: DistinctionRisk Management: High DistinctionInvestment Planning: High DistinctionFunds Management and Portfolio Selection: DistinctionInvestment Market Research Project: High DistinctionInvestment Advice Project: High Distinction Kevesebb megjelenítése

    • The London Institute of Banking & Finance

      -
      Certificate of Regulated General Insurance Finance, Insurance

    • The London Institute of Banking & Finance

      -
      Certificate in Mortgage Advice and Practice CeMAP Finance, General

    • Kaplan Professional

      -
      Diploma of Financial Planning Financial Planning and Services

      Diploma of Financial Planning

  • Experience

    • Yorkshire Building Society

      - Nov 2007
      Personal Banker

      Mortgage and Risk Insurance advice

    • Clydesdale Bank

      Nov 2007 - Jan 2010
      Private Bank - Banker

      Relationship management focussed on complex debt transactions for HNW clients

    • Commonwealth Bank

      -

      HNW client relationship management. Banking and Wealth Management. HNW client relationship management

      • Private Client Manager, Commonwealth Private

        Jul 2011 - now

      • Relationship Manager

        - Jul 2011

    • Westpac

      -

      Australia's oldest Bank.HNW/ UHNW Private Banker providing finance and wealth management services to wholesale clients.

      • Director - Global Investment Services - Private Wealth

        Aug 2021 - now

      • Private Executive

        Apr 2021 - Aug 2021

      • Senior Private Banker

        - Apr 2021

  • Licenses & Certifications

    • Diploma of Financial Planning

      Kaplan Professional
      Apr 2013

    • Investment Management Analyst Certificate (IMAC)

      Portfolio Construction Forum
      Oct 2023

    • Certified Investment Management Analyst (CIMA®)

      Investments & Wealth Institute
      Mar 2024

    • RG146 Tier 1 and Tier 2

      ASIC
      Apr 2013

    • Investments & Wealth Institute Member

      Investments & Wealth Institute
      Sept 2023
      View certificate certificate

  • Honors & Awards

    • Awarded to Gary Noakes, CIMA®
      Financial Planning Association of Australia - Award for Financial Planning in Academic Year 2019 Financial Planning Association of Australia Feb 2021
    • Awarded to Gary Noakes, CIMA®
      Deans Merit List Western Sydney University Jan 2020

  • Volunteer Experience

    • Junior Coach

      Issued by Shire Judo Club on Jan 2022
      Shire Judo ClubAssociated with Gary Noakes, CIMA®

    • Ethics Teacher

      Issued by Primary Ethics on Apr 2022
      Primary EthicsAssociated with Gary Noakes, CIMA®