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Our Financial Journey

From a simple idea in Brisbane to becoming Australia's trusted source for financial analysis education – here's how we built something meaningful together.

2018

The Beginning

It started during late-night conversations between three finance professionals who kept seeing the same problem. People wanted to understand financial markets and company analysis, but most resources were either too academic or too simplified. We figured there had to be a middle ground – something practical that actually worked in the real world.

  • Founded in a shared office space in Brisbane
  • Launched with focus on Australian market analysis
  • First cohort of 15 students in comparative analysis
  • Developed our signature hands-on learning approach
2021

Growing Recognition

By 2021, word was spreading faster than we expected. Students weren't just completing our programs – they were landing roles at investment firms, starting their own analysis practices, and most importantly, making smarter financial decisions. We moved to our current space in Newtown and expanded our team significantly.

  • Reached 500+ program graduates across Australia
  • Established partnerships with regional investment groups
  • Introduced advanced portfolio analysis modules
  • Launched weekend intensive workshops
2024

Expanding Horizons

Last year was transformative. We refined our comparative analysis methodology based on feedback from hundreds of students and industry professionals. Our focus shifted toward creating more personalized learning paths – because we realized everyone comes to financial analysis from different backgrounds and with different goals.

  • Developed specialized tracks for different experience levels
  • Created industry-specific analysis frameworks
  • Expanded into online learning while keeping hands-on approach
  • Built network of 1,200+ active learning community members

What's Next for 2025

We're not interested in becoming the biggest – we want to remain the most practical and effective. This year, we're focusing on deeper specialization and helping our community tackle increasingly complex financial analysis challenges.

Advanced Methodologies

Launching specialized programs in ESG analysis and emerging market evaluation starting September 2025.

Industry Connections

Building stronger bridges between our learning community and Australia's financial sector through mentorship programs.

Research Focus

Publishing quarterly insights on Australian market trends to keep our community informed and engaged.