Learn from Financial Experts
Join experienced professionals who've spent decades mastering budget surplus management. Our instructor-led approach puts real expertise at the center of your learning journey.
Meet Your Expert Instructors
Our teaching team brings together decades of practical experience from major financial institutions, government agencies, and consulting firms across Australia.
Kieran Blackwood
Senior Financial Strategist
After 18 years managing surplus funds for Australian municipalities, Kieran developed the systematic approach we teach here. His background includes treasury management at three state governments and private consulting for mid-sized enterprises looking to maximize their cash reserves.
Trent Ashworth
Investment Portfolio Specialist
Trent spent 15 years at Macquarie Bank before transitioning to education. He specializes in teaching risk assessment and portfolio diversification strategies that help organizations make informed decisions about surplus fund allocation. His real-world examples come from actual client cases.
Zelda Northcott
Financial Planning Director
With certifications from CPA Australia and 12 years leading financial planning departments, Zelda brings structured methodology to complex financial scenarios. She developed our case study curriculum based on challenges she encountered while working with ASX-listed companies.
Our Teaching Philosophy
We believe financial education works best when theory meets practice. Each concept gets taught through real scenarios our instructors have navigated during their careers. You won't just learn formulas—you'll understand why they matter.
Case-Based Learning
Every lesson centers around actual financial situations our instructors have encountered. We examine what worked, what didn't, and why certain approaches succeeded where others failed.
Practical Application
You'll work with realistic budget scenarios and surplus management challenges. Our simulations mirror the complexity of real organizational financial decisions.
Expert Insights
Beyond textbook knowledge, our instructors share nuanced understanding that comes from years of making these decisions under pressure. You get the reasoning behind the rules.
Personalized Guidance Throughout
Our small class sizes mean each instructor can provide individual attention. You're not just another student—you're a future financial professional getting mentored by experts who want to see you succeed.
- Weekly one-on-one feedback sessions with your assigned instructor
- Direct access to ask questions about your specific financial challenges
- Mentorship that extends beyond classroom concepts to career development
- Industry connections through your instructor's professional network
- Ongoing support as you apply concepts in your current role
