Richard Allen Ca

Head Of Investments And Asset-liability Management at TAL Australia

Richard Allen has extensive work experience in the finance industry. Richard currently holds the position of Head of Investments (general account) and ALM at TAL Australia, where they are responsible for managing investments and balancing sheet interest rate and inflation risks. Prior to this, Richard held various roles at Suncorp Group, where they provided investment advice and held positions such as Executive Manager/Manager of Investment Strategy, Portfolio Management, and Trading. Richard also worked as a Project Director at Suncorp Life & Commercial Insurance and served as a Manager in Corporate Performance Management and Finance at Suncorp Life. Richard has previous experience at GE Capital, where they held roles such as Manager of Finance for GE Equipment Finance and Financial Planning and Analysis Manager for GE Money Insurance Services. Earlier in their career, Richard worked at Qantas, McKenzie & Sutton Consulting, and PwC in finance-related positions.

Richard Allen CA, CFA, CMT, CAIA obtained a Bachelor of Commerce (B.Com.) degree from UNSW between 1993 and 1995. Prior to that, they attended Yanco Agricultural High School from 1987 to 1992. In addition to their formal education, Richard has also obtained several certifications including Chartered Accountant (CA), Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), and Diploma in Islamic Finance (CDIF). The institutions for these certifications include Chartered Accountants Australia and New Zealand, CAIA Association, CFA Institute, CMT Association, Inc., and CIMA/International Institute of Islamic Finance respectively. The specific dates of obtaining these certifications are not provided.

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Timeline

  • Head Of Investments And Asset-liability Management

    June, 2021 - present

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