Real Stories From Our Community

People who took their financial analysis skills from uncertain to confident. Different backgrounds, different industries—same dedication to understanding the numbers.

These aren't overnight transformations or miracle stories. They're examples of what happens when someone commits to learning fundamental analysis properly and applies it consistently over time.

Diverse Paths, Similar Determination

We've worked with everyone from retail workers pivoting careers to engineers wanting better investment insights. What connects them? They showed up, did the work, and kept going when analysis felt overwhelming.

Hospitality to Finance

Tavish Moreland

Spent eight years managing a café in Brisbane. Wanted something more stable but had zero finance background. Started our program in August 2024, finished in March 2025. Now works as a junior analyst for a regional property group.

"The cash flow statements nearly broke me. But once they clicked, everything else started making sense. Worth every frustrating evening."

Engineering Background

Quinley Thorne

Civil engineer who got tired of watching colleagues make questionable investment decisions. Joined our cohort starting January 2025. Balances study with full-time work—not easy, but she's methodical about it.

"Engineering taught me process. This program taught me patience. Financial statements don't follow formulas the way bridge calculations do."

Retail to Research

Bexley Ashford

Worked retail for a decade in Rockhampton. Always read annual reports for fun—yes, really. Decided to turn that curiosity into skills. Started in June 2024, took breaks when needed, completed in February 2025.

"I used to just look at revenue growth. Now I understand why that's only part of the story. The balance sheet matters just as much, sometimes more."

Different Starting Points, Real Progress

What matters isn't where you start. It's whether you're willing to sit with confusion until it becomes clarity. These three come from completely different worlds, but they all pushed through the moments when quitting seemed easier.

Corbin Whitlock

Former Electrician, Now Equity Analyst

Ran his own electrical business for six years. Good money, brutal hours. Wanted something different but felt too old at 34 to start over. Enrolled in September 2024, took eight months to complete while winding down his business.

"The hardest part wasn't the material—it was trusting the process when I couldn't see progress. Around month four, something shifted. Suddenly I wasn't just reading numbers, I was understanding the story behind them."

Seren Caldwell

Teacher Transitioning to Financial Services

Taught high school mathematics for eleven years. Loved the students, hated the workload. Started our program in November 2024 while still teaching. Plans to transition by late 2025 once she's built enough practical experience.

"Teaching prepared me for the structure, but not the ambiguity. There's rarely one right answer in fundamental analysis. You have to get comfortable with probability instead of certainty."

Marlowe Denison

Marketing Manager Learning Analysis

Works in tech marketing but wanted to understand the companies she promoted. Not looking for a career change—just better insight into business fundamentals. Completed the program in seven months starting October 2024.

"I can now read earnings calls and actually question the narrative. My team thinks I'm obsessed. Maybe I am. But I'm also making better strategic recommendations because I understand what the numbers really say."