Thomas Kertapati, CFA
Years of investment industry experience: 14
Education: Bachelor of Arts/Commerce – Deakin University, Dip of Financial Planning, Master of Financial Planning – Deakin University, CFA® charterholder, CFA Institute.
Tom is a Senior Investment Analyst for Infinity Asset Management with over 14 years of experience in financial markets. He is responsible for assisting with the management of Infinity’s investment portfolios including stock research as well as the provision of relevant financial market insights and updates to its investor base.
Prior to joining Infinity Asset Management, Thomas worked as a Senior Paraplanner at Viridian Advisory, and prior to that, Westpac Financial Planning, where he was responsible for modelling cash flows and capital projections for high net worth clients and Financial Plan generation.
Thomas holds a Master of Financial Planning degree from Deakin University, a Bachelor of Arts/Commerce (Political Science & Economics) degree from Deakin University and is a CFA® charterholder.