Your Wealth. Our Expertise.

About

Passion. Ideas Solutions.

History

With decades of experience at the cutting edge of quantitative finance, the team at Fourier Financial Group have provided expert advice to clients in the US, Europe, SE Asia, Middle East and Australia. Experience in quantitative strategies and wealth management in Australia, Singapore and Europe has enabled the team to seek the best solution for many clients. We are passionate about enhancing your wealth and helping you achieve your lifestyle goals. This is the energy that sets us apart.

Fourier Financial Group opened its doors in 2009. Since then, we've helped hundreds of clients conduct due diligence, develop quantitative trading strategies, efficiently allocate assets across portfolios and manage wealth.. We have world-class technical skills in wealth advice, taxation services and business structures that assist your financial future.

 

Get in touch

We at Fourier Financial Group know that finding the right financial advice is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

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Quantitative Analysis

 
 

director

Jason West

Jason West is recognised as a world leader in financial research and the dynamics that drive portfolio management behaviour. He holds a PhD in Financial Mathematics and has held Professor positions at a number of Australian universities (Bond University, The University of Queensland, University of New England). He is known for understanding the modelling challenges of emerging areas in finance including superannuation portfolio management, taxation and business risk management. His recent research has used these techniques to focus on the key questions of wealth portfolio optimisation for investors using stochastic simulation and dynamic programming linked to survival expectations.

Jason is a Chartered Statistician (Royal Statistical Society) and a Certified Investment Management Analyst® (CIMA®) professional.  The CIMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge. This brochure provides an outline of what the CIMA certification is and what it takes to earn certification.

 

Education

UNIVERSITY OF TECHNOLOGY, SYDNEY
PhD., Mathematics

UNIVERSITY OF SYDNEY
Master of Statistics

UNIVERSITY OF NEW SOUTH WALES
BSc., Mathematics

Activities & Affiliations

  • Chartered Statistician

  • Certified Investment Management Analyst

  • Certified Practising Accountant

Memberships

• CPA Australia, NTAA, IWI, PRMIA, FINSIA, Governance Institute

 
 

 
 
 

director

Nicole West

Nicole is an education expert, tax consultant, paraplanner and bookkeeper.

 

Education

UNIVERSITY OF TECHNOLOGY, SYDNEY
Master of Education, 2003

UNIVERSITY OF NSW
BSc., Mathematics, 1989

Activities & Affiliations

• GAICD

Memberships

• Australian Institute of Company Directors

 

 
 
We are proud to work with Defence Force veterans. All current service Defence members and veterans receive discounts on tax advice, tax returns, financial planning and wealth management. All Directors and employees of Fourier Finance are Defence For…

We are proud to work with Defence Force veterans. All current service Defence members and veterans receive discounts on tax advice, tax returns, financial planning and wealth management. All Directors and employees of Fourier Finance are Defence Force veterans having seen active service in multiple operational theatres.