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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Sydney, Australia

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TAL Australia

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TAL is one of Australia's leading life insurance specialists*. For over 150 years, TAL has been protecting people, not things. Together with its partners, TAL insures more than 5 million customers and offers life insurance through the following channels: direct to consumer; through a financial adviser; and via group and workplace superannuation schemes. TAL is part of the Dai-ichi Life Group, one of the world’s largest insurance groups. *Based on customer covers in force across Group, Retail and Direct and may include duplicate lives insured. House rules Please find our social community guidelines here: https://www.tal.com.au/disclaimer


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Headquarters

Sydney, Australia

Employees

1,001-5,000

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