State Super, Macquarie, QSuper heads join CFA board

— 1 minute read

CFA Societies Australia has rolled out a raft of appointments to its Sydney and Melbourne boards, including the head of Macquarie Investment Management, Australia and executives from State Super and HESTA.

Charles Wu

Charles Wu, deputy chief investment officer and general manager, defined contribution investments at State Super has been appointed president of CFA Society Sydney, following its annual general meeting. 

“I am excited for this extraordinary opportunity to serve my fellow members, volunteers and the greater finance community as I begin my term as president of CFA Society Sydney,” Mr Wu said. 


“I look forward to deepening our impact locally and nationally.”

Raj Gohil, head of Macquarie Investment Management in Australia, has been named vice-president, while Principle Advisory Services director James Cowper has become the board’s new treasurer. 

Rein van Rooyen, head of investment performance and operations, group governance, QSuper, has also joined, as Brisbane director. 

At the same time, Pendal Group distribution director Anthony Serhan, Bupa head of acquisitions Michael Brivulis and FIIG Securities director Jake Koundakjian have departed the board. 

Meanwhile, CFA Society Melbourne has also made two appointments to its board. 

Financial Viewpoint founder and director Brett Elvish has become treasurer and former HESTA CIO Rob Fowler has taken the role of programming chair.

Mutual Trust CIO Graeme Bibby, UniSuper equities portfolio manager Thomas Tam, NAB head of group capital William Nigro and Square Peg Capital head of distribution Leila Lee are all leaving the Melbourne board.


State Super, Macquarie, QSuper heads join CFA board
Charles Wu
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Sarah Simpkins

Sarah Simpkins

Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth. 

Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio. 

You can contact her on [email protected].

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