The Team

Geoff Saffer - Head of Research

CFA, Bachelor of Business (Financial Planning)
 

Geoff studied Banking and Finance and Financial Planning at RMIT University in Melbourne. Since completing his university studies, Geoff has passed all three exams of the prestigious Chartered Financial Analyst (CFA) Program.

He has over five years of investment experience, including two-and-a-half years at the Australian Stock Report, and previously worked in Banking, Financial Planning and at a Share Registry. Through his studies, he has gained an extensive knowledge and deep understanding of investments and fundamental analysis and is well equipped to research the best investment opportunities for Australian Stock Report members.

Carl Capolingua - Head of Education

Bachelor of Economics, Grad Dip Financial Planning (FINSIA)
 

With over 15 years experience investing privately and for clients Carl has extensively traded equities, options, futures, foreign exchange and CFDs. Further, he has navigated all types of market conditions and has traded over both short and long term time horizons.

Carl has delivered presentations on trading and investing to over 20,000 people throughout Australia and New Zealand over the last 5 years and has helped countless clients to improve their trading outcomes. He also writes the long running and popular ‘Terms of Trade’ column in the finance section of the Saturday Herald Sun newspaper.

His current role as Head of Education sees him coordinating a team of professional traders who are contracted to deliver ASR’s Live Data Trading Workshops. Carl and his team teach technical analysis, money management, and trading psychology to intimate classes in a live trading environment. Carl coordinates workshops to take advantage of live trading opportunities on foreign equity, foreign exchange, and commodities markets.

Having worked around both novice and professional traders, Carl is well equipped to cater to the varying needs of each group, and capable of understanding what they want out of our investment products.

Stuart McPhee - Senior Investment Strategist

A private trader since 1996, Stuart McPhee is a trading coach and author of 'Trading in a Nutshell, 3rd Edition'. 

Stuart conducts trading courses throughout South East Asia and has presented at the ASX, the ATAA and at trading expos throughout Australia, and in Singapore, Kuala Lumpur, Ho Chi Minh City, Shenzhen, Dalian, Mumbai, Bangkok, Los Angeles and New York.

Stuart has a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia and through his honest and clear style, has now helped thousands of people with their personal trading.

An excellent motivator, teacher, and technically competent, Stuart will have you on the right path to consistently profitable trading.

Andrew Bosman - Senior Investment Strategist

Bachelor of Business Science (Honors) - Business Finance
Bachelor of Commerce (First Class Honors) - Economics

Andrew has over 20 years experience in financial markets having worked at Allan Gray Investment Counsel as a Senior Portfolio Manager, as an Equity Analyst at stockbrokers Irish, Menell Rosenberg Inc, and at AMP Asset Management as a Senior Portfolio Manager - Fixed Interest.

Andrew became a CTA Associate Member of the Sydney Futures Exchange (1999 to 2001), managing client funds. At Deutsche Bank (2001 to 2003) he worked as an Equity Derivative Strategist, providing relative value and derivatives research to Australian institutional clients and global hedge funds.

He has traded global futures and options markets for many years, including stock indices, currencies, bond futures and commodities. Since 2005 he has focused on his own research and trading of global financial markets from Perth.

Chris Conway - Senior Research Analyst

Bachelor of Laws/Economics

Chris completed a double degree in Law and Economics before deciding his interest lay in financial markets rather than the judicial arena - and who can blame him?

Since beginning his trading career, Chris has developed a strong interest in and knowledge of technical analysis, supporting this with a solid understanding of economic relationships and fundamental influences.

The instruments that Chris focuses most heavily on are international indices, particularly Asian and US markets. Commodities are also an area of interest, most notably precious metals.

Chris has a strong interest in derivative products, namely CFDs, which are geared towards short-term trading. He has also worked closely with CFD providers, namely IG Markets, and has an extensive knowledge of the mechanics of CFD trading.

Chris is currently undertaking his Masters in Applied Finance through FINSIA, as well as his Graduate Diploma in Financial Planning.

Chris' key responsibilities at the Australian Stock Report focus on the construction of the CFD Report, conducting fundamental and technical analysis, and helping to educate clients.

Stan Shamu - Research Analyst

Bachelor of Commerce 
Master of Commerce (Finance and Financial Planning)

Stan has been with the Australian Stock Report since 2005, first working for us in a consulting role. He has since gone on to employ his exceptional communication skills as a Research Analyst - an essential trait in helping make our product user-friendly for members.

Stan attained his Bachelor of Commerce at Rhodes University and then completed his Masters of Finance & Financial Planning at Deakin University.

Drawing on both his university training and previous roles, Stan conducts extensive research on Australian stocks and helps us build our investments and fundamental analysis division. He is committed to helping investors understand the product better and making responsible investment decisions.

Tim (Zhentian) Huang - Research Analyst

FRM, BComm, Honours in Finance

Tim graduated with an H2A Honours Degree in Finance from the University of Melbourne in 2006. His research interest is corporate finance, with particular focus on investment cash-flow sensitivity analysis. Tim has a strong educational background in securities valuation. He is currently working towards the Level III of the prestigious Chartered Financial Analyst (CFA) Designation. At the Australian Stock Report, Tim is responsible for identification and evaluation of equity investment opportunities for long-term model portfolios.

Tim conducts qualitative and quantitative analysis on Australian equities and maintains various databases to ensure all information is correct and up-to-date.

Tim is a Financial Risk Manager (FRM) certified by the Global Association of Risk Professionals, the most prestigious qualification in the financial risk management industry.

Benny Sada - Research Analyst

Bachelor of Economics (Honours), Graduate Diploma of Applied Finance (FINSIA)

Benny completed a Bachelor of Economics with H2A honours at La Trobe University and went on to complete the highly regarded Graduate Diploma of Applied Finance through FINSIA.

He has also completed level 1 of the Chartered Financial Analyst program and is currently studying towards FINSIA's Master of Applied Finance.

Given his strong educational background, Benny has an excellent understanding of finance and economics. He has a passion for Australian equities and is always up to date with financial events in Australia and around the world.

Benny's approach to securities valuation involves top-down, fundamental analysis, incorporating both qualitative and quantitative techniques. His research focus is on stocks that will provide the greatest value for investors in the medium- to longer-term.

Benny's previous experience at a major wealth management firm also equips him with a special understanding of clients and their investment needs.

Christopher Wee - Research Analyst

BComm (Major in Finance)

Chris has over five years of share trading experience and worked as a fundamental and technical analyst at a stockbroking firm whilst at university.

After completing his Bachelor of Commerce at the University of Melbourne in 2009, majoring in Finance with distinction results, he is currently undertaking the RG 146 Tier 1 Compliance Program at RMIT University.

In 2009, Chris was ranked in the top 5% across all university participants in the J.P. Morgan Portfolio Competition, outperforming the S&P/ASX 300 Index.

Chris's expertise is based on a thorough understanding of the global economy and its impact on the Australian macro economy.

He then applies a sectoral approach to stock selection utilising fundamental analysis, coupled with technical analysis to time the entries and exits of trades.

Chris currently composes market commentaries across numerous reports, focusing on fundamental analysis.

Karene Arundell - Sub-Editor/Journalist

Bachelor of Arts

Karene has over ten years experience in writing, editing and researching, having written two educational workbooks on human development for a Brisbane-based publishing company and also penned an immigration guide for Canadian investors seeking relocation to America.

Karene spent the last few years living in Canada, where she chose to focus on finance writing in the place of humanities subjects. Karene spent two years at Canadian investment firm Odlum Brown, where she worked closely alongside a team of analysts, aiding in editing, research, writing and publishing.

Having returned to Australia in 2007, Karene now not only assists the analysts at the Australian Stock Report but also researches, edits and develops our reports. She is still a psychologist at heart, though, and has a particular interest in the psychology of trading.