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About APTA (26)

The Australian Professional Technical Analysts (APTA) Incorporated is an independent not-for-profit organisation of Technical Analysts participating in the financial services industry.

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Professional and non-professional financial markets Technical Analysts

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APTA was founded in 2004.

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APTA holds meetings in Sydney, Australia.

APTA may expand to other Australian capital cities in the near future.

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At the moment, APTA meetings take place bi-monthly.

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APTA facilitates the exchange of ideas in Technical Analysis and Financial Markets and encourages members to aspire to the highest level of professionalism in our discipline.

We bring together accomplished professional and non-professional financial markets Technical Analysts to engage in networking and thought-provoking meetings.

APTA also strongly encourages the education of participants in the financial services industry and the application of technical research in the formulation of investment and trading decisions.

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Visit the APTA membership page ( click here ), read the membership qualifications and acceptance criteria. Then send an enquiry to the APTA Secretary on the form on the page or on the form below.

You will receive a membership application form which must be fully completed and sent back to the Secretary with the first year’s membership fee attached.

Comments or questions are welcome.

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The three main benefits of an APTA or MTA membership are:
1. Qualifications – CMT Examination (MTA) or AMT – An APTA qualification.
2. Education
3. Networking

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The APTA committee may certify under its hand and seal that a member has successfully passed the examinations conducted by the association or has otherwise satisfied the association that the member is entitled to call him self or her self an “Accredited Market Technician (AMT).”

All members who have undertaken and successfully completed the Securities Institute of Australia, FINSIA or Kaplan Australia E114, Fin231, E171 or 9063 technical analysis courses or the International Federation of Technical Analysts (IFTA) CFTe examinations or the Market Technicians Associations’ (MTA) CMT examinations as determined from time to time shall be eligible to apply for accreditation.

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MTA information Click here.
APTA and the MTA have a strategic partnership in Australia, offering honorary membership to MTA members.

The Market Technicians Association (MTA)

In September 2011, APTA entered into a strategic partnership with the MTA.

As a result, the MTA’s Australian based members will receive honorary APTA membership and be entitled to all APTA member benefits including attending APTA meetings, luncheons, conferences and other networking events.

APTA members will have access to the MTA’s extensive knowledge base, weekly educational webcasts, podcasts and archives of these events.

The MTA is a not-for-profit professional regulatory organisation servicing over 4,000 market analysis professionals in over 75 countries around the globe. The MTA’s main objectives involve the education of the public, the investment community and its membership in the theory, practice and application of technical analysis.

The MTA’s aims are synonymous with APTA’s and are accomplished through the effective execution of a wide variety of professional services including, but not limited to, seminars, local Region/Chapter/Strategic Partner meetings, the maintenance of an extensive library of technical analysis material and the regular publication of Newsletters and Journals.

MTA members and affiliates include technical analysts, portfolio managers, investment advisors, market letter writers and others involved in the technical aspects of equities, futures, options, fixed income securities, currencies, international markets, derivatives, etc.

For additional information, please visit www.mta.org

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The educational resources of the MTA are available to APTA members by registering at the APTA website.

Click on the 8 sources of education for an APTA or MTA member:

1.  Student Newsletter

2. Knowledge Base

3. Educational Webcasts

4. Podcasts

5. Journal of Technical Analysis

6. CMT Newsletter

7. MTA Library

8. Technically Speaking Newsletter

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Institutional Traders & Analysts (banks, hedge funds, brokers) and APTA members present their trading and analysis techniques.

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  • Educational content (learn new market strategies)
  • Networking opportunities (meet people in the industry and exchange business details)

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Market Technicians Association - MTA

Have you ever wanted to be a part of an organization with clarity of purpose? With international reach and growing global membership? With integrity and core values you agree with? Do you desire to give back to the industry and take part in a mission driven body of professionals managing market risk?

Through your participation in various events, we know you recognize the educational benefits of membership. As an investment professional, we encourage you to take the next step as an advocate of professional ethics, accountability and competency. The next 45 years of the MTA will depend on even greater engagement from the investment industry and professionals like you.

The Australian Professional Technical Analysts (APTA), in association with the MTA, drives value through three main areas: the CMT curriculum, educational programming, and our growing professional network:

 

 

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(a) To establish and foster a professional association amongst Technical Analysts inside and outside Australia with a view to promoting and advancing the theory and practice of technical analysis.

(b) To hold meetings and conferences for the discussion of all matters related to technical analysis for the purpose of promoting and advancing the theory and practice of technical analysis.

(c) To cater to members so as to meet their professional development needs as technical analysts.

(d) To maintain, improve, develop and encourage the highest standards of professional ethics and competence among Technical Analysts.

(e) To increase the awareness and respect of technical analysis within the financial services industry.

(f) To offer educational courses, activities and functions including assisting, co-operating with, and otherwise engaging in, educational advancement of members within the technical analysis profession along with the granting of certificates of qualification to successful candidates.

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President – John Gajewski
Vice President – Larry Lovrencic
Vice President – David Hunt
Secretary – Ken Henderson
Treasurer – Mark Brownlow
Vice President Media – David Hunt
Director  – Kingsley Jones

John Gajewski – President

John has more than 20 years experience in Technical Analysis and the foreign exchange, fixed interest and commodity markets and is a foundation member of the Australian Professional Technical Analysts (APTA) Inc.

Working with the Commonwealth Bank  over that time he produced the successful Chartpoints commentaries, providing analysis and recommendations on forex, bonds and commodities to the bank’s traders and sales staff, institutional, corporate and business clients.

In 2002 he was rated the best technical analyst on currencies in Sydney.

John has also been an active participant in Technical Analysis education, working with the Australian Technical Analysis Association, the Securities Institute of Australia (SIA) and FINSIA (now Kaplan Professional) in developing and running Technical Analysis courses.

John has 20 years experience in Technical Analysis and the foreign exchange, fixed interest and commodity markets.

Larry Lovrencic – Vice President

Larry Lovrencic is a trader, a teacher, an author, an international speaker and has appeared several times on television as a guest on the Your Money, Your Call program on the Sky News Business Channel.

He is a founding member of the Australian Professional Technical Analysts (APTA) Inc and is a Life Member, a former member of the Board of Directors and a former National Vice President of the Australian Technical Analysts Association (ATAA). Larry is also an Affiliate Member of the Market Technicians Association (MTA), which is based in New York.

He has more than 20 years experience trading financial markets and more than 15 years experience in teaching Technical Analysis. Larry is a qualified educator, holding the Certificate IV in Training and Assessment TAE40110.

He is a Director of and a Financial Markets Strategist for Delta Capital Markets, a private and actively managed investment fund.

Larry is also an Executive Director of First Pacific Securities which provides financial markets research and educational services to participants in the financial services industry. For a number of years he was the editor of the Institutional FX and Institutional Equities publications.

Larry holds the Diploma in Technical Analysis awarded by the Australian Technical Analysts Association (ATAA) and has also been awarded the designation of Certified Financial Technician (CFTe) by the International Federation of Technical Analysts (IFTA).

Larry is a Senior Fellow of the Financial Services Institute of Australasia (FINSIA), holds the Graduate Diploma in Applied Finance and Investment, chairs the Advisory Committee for the Fin331 (formerly 9063 and E171) Specialised Techniques in Technical Analysis subject offered by Kaplan Higher Education (Australia), lectures for and chairs the Fin231 Technical Analysis subject offered by Kaplan and regularly presents Technical Analysis seminars to members of the financial services industry in South East Asia.

He was a member of the Board of Directors of the International Federation of Technical Analysts (IFTA) for 9 years, was the Chair of IFTA’s Accreditation Committee, Chair of IFTA’s Membership Committee and Vice-Chair of IFTA’s Education and Body of Knowledge Committees. Larry is also the co-author of IFTA’s Certified Financial Technician (CFTe) Level 1 examinations.

Larry is also the co-author of three books, FX Trading: A Guide to Trading Foreign Exchange, Charting for Dummies and FX Trading : An Australian Guide to Trading Foreign Exchange.

David Hunt – Vice President

David is a former President and a foundation member of the Australian Professional Technical Analysts Inc.

He is the principal of ADEST, a firm which provides education services to participants in the financial services industry.

He was previously a proprietary trader for Macquarie Bank and Forex Treasury Manager for Qantas.

He has 23 years trading experience in forex, options, shares and CFDs.

David regularly appears on the Your Money, Your Call program on the Australian Sky News Business Channel on TV.

Ken Henderson – Secretary

Ken Henderson is a foundation member of the Australian Technical Analysts (APTA) Inc and is a past National President of the Australian Technical Analysts Association.

He has a substantial history in the financial services industry, successfuly managing portfolios in the superannuation sector.

Ken specialises in the analysis and trading of resource stocks.

Ken is also a co-author of the book Charting for Dummies.

 Mark Brownlow – Treasurer

Mark Brownlow is a founding Partner and former Senior Financial Adviser with KnowledgebankIQ Investment and Financial Advisers.

He holds a Diploma in Technical Analysis from the Australian Technical Analysts Association (ATAA), is a Certified Financial Technician (CFTe) with the International Federation of Technical Analysts (IFTA) and holds an Advanced Diploma in Financial Services ADFS(FP). Mark is a member of the Australian Professional Technical Analysts (APTA) and is a Fellow of the Financial Services Institute of Australia (FINSIA).

Mark is an industry practitioner with Kaplan Professional where he is a subject matter expert on the Kaplan Professional Advisory Committee for the Technical Analysis subjects of the Graduate Diploma of Applied Finance. These subjects are recognised by the ATAA and IFTA as providing formal qualifications in the discipline of Technical Analysis

Mark has been involved with providing professional education to technical analysts through Kaplan Professional Education (formerly FINSIA and SIA) since 2001 where he is involved in curriculum reviews, marking and setting of examination and assignment questions and is a current lecturer in Technical Analysis.

Mark also makes presentations at ATAA & APTA meetings around Australia where his current topics are intermarket analysis, sentiment indicators and tax structures for traders.

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Education and Examinations Committee

Larry Lovrencic (Chair)

Mark Brownlow

Peter Pontikis

John Gajewski

Events Committee

Regina Meani (Chair)

Larry Lovrencic

Ken Henderson

David Hunt

Membership Committee

Ken Henderson (Chair)

Larry Lovrencic

Accreditation Committee

Peter Pontikis (Chair)

Mark Brownlow

Larry Lovrencic

Regina Meani

Ethics and Corporate Governance Committee

Mark Brownlow (Chair)

John Gajewski

Ken Henderson

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Yes.

The APTA Code of Ethics

The Technical Analyst must maintain at all times the highest standards of professional conduct.

Implicit in the requirement is strict compliance with the laws of the national, state and local governments which have jurisdiction over the analysts’ professional activities.

The analyst shall also obey the regulations of his/her local exchanges and/or local regulatory authorities.

The analyst shall not make statements which he/she knows, or has reason to believe, are inaccurate or misleading.

He/she shall, in particular, be careful to avoid leading an audience to believe that his/her technically-derived views of future market price behavior reflect foreknowledge rather than estimate and projections subject to re-examinations and, as circumstances may dictate, to change.

The analyst shall not make statements concerning the current technical position of the a market of any of its components or any of its aspects unless he/she can demonstrate that such statements are reasonable and consistent in light of the available evidence and the accumulated knowledge in the field of Technical Analysis.

New developments in Technical Analysis as well as modifications of existing techniques or concepts should be fully documented as to procedure and rationale.

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Yes.

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Yes.

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No.

APTA does, however, endorse the MTA’s CMT exam and also provides information about Kaplan’s Technical Analysis couirses and exams.

What is the Market Technicians Association’s CMT?

The Chartered Market Technician (CMT) Program is a certification process in which candidates are required to demonstrate proficiency in a broad range of technical analysis subjects. Administered by the Accreditation Committee of the Market Technicians Association (MTA), Inc., the Program consists of three levels. CMT Level 1 and CMT Level 2 are multiple choice exams while CMT Level 3 is in essay form.

The objectives of the CMT Program are:

  • To guide candidates in mastering a professional body of knowledge and in developing analytical skills;
  • To promote and encourage the highest standards of education; and
  • To grant the right to use the professional designation of Chartered Market Technician (CMT) to those members who successfully complete the Program and agree to abide by the MTA Code of Ethics.

In order to be granted your CMT designation, you must meet the following requirements:

  • Successful completion of all three (3) levels of the CMT Exam.
  • Have obtained ‘Member Status’ within the MTA.
  • Have been gainfully employed in a professional analytical or investment management capacity for a minimum period of three (3) years and must be regularly engaged in this capacity at the time of successfully passing all three (3) levels of the CMT Exam.

CMT Brochure

Value of the CMT

The Chartered Market Technician (CMT) program offers a structured approach to study technical analysis and ensure all key areas are covered. The CMT can help to open doors that may lead to job opportunities. The CMT demonstrates to Wall Street that you are a professional in the field of technical analysis. For those seeking a more traditional Wall Street analyst job, passing the first two CMT exams provides a significant step towards attaining the “Registered Research Analyst” designation from FINRA. Even if you’re not looking for a FINRA exemption but rather just to learn technical analysis, the CMT Program offers a structured, organized, and comprehensive way to do so.

Kaplan Professional Technical Analysis Education

Kaplan Professional is a leading provider of education and training to the financial services industry in Australia. They are currently offering two technical analysis programs designed to give you a deeper knowledge of technical analysis to help you manage your own fund.

Who should enrol?

  • Analysts
  • Private traders
  • Self-directed investors

Programs available

Fin331 Specialised Techniques in Technical Analysis

This program introduces some of the most important and extensively used specialised techniques in technical analysis. Learn and develop skills in construction, interpretation, the application of specialised charting and the important theories that underlie these techniques. Practical examples are demonstrated via application of learnt techniques to a variety of markets. Find out more.

FIN231 Technical Analysis

This program introduces the key concepts and tools required to perform technical analysis. With a wealth of examples and hands on learning features, the subject facilitates the development of skills in the construction, interpretation and application of charts to a variety of markets. Find out more.

Note: Both programs are delivered and assessed at postgraduate level. 

More Information & Enrolment

 Subject  Study dates  Subject Outline  Cost
FIN231   Download  
9063   Download  

Enrol online or download an enrolment form.

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Please use the form below to contact APTA.

Comments or questions are welcome.

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APTA Meetings (12)

APTA holds meetings in Sydney, Australia.

APTA may expand to other Australian capital cities in the near future.

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At the moment, APTA meetings take place bi-monthly.

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APTA facilitates the exchange of ideas in Technical Analysis and Financial Markets and encourages members to aspire to the highest level of professionalism in our discipline.

We bring together accomplished professional and non-professional financial markets Technical Analysts to engage in networking and thought-provoking meetings.

APTA also strongly encourages the education of participants in the financial services industry and the application of technical research in the formulation of investment and trading decisions.

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0 people found this helpful.


The educational resources of the MTA are available to APTA members by registering at the APTA website.

Click on the 8 sources of education for an APTA or MTA member:

1.  Student Newsletter

2. Knowledge Base

3. Educational Webcasts

4. Podcasts

5. Journal of Technical Analysis

6. CMT Newsletter

7. MTA Library

8. Technically Speaking Newsletter

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Institutional Traders & Analysts (banks, hedge funds, brokers) and APTA members present their trading and analysis techniques.

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  • Educational content (learn new market strategies)
  • Networking opportunities (meet people in the industry and exchange business details)

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APTA and MTA members may attend meetings at no charge.

APTA and MTA members may attend the Annual APTA Luncheon at a discounted price. 

Non APTA members may also attend APTA meetings but must register and pay $30 on-line prior to the event.

Registration for the Annual APTA Annual Luncheon is more expensive and will be announced in a timely manner by the Committee.

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No.

Unfortunately, all guests must register and pay online at least 2 hours prior to the meeting.

Payments can not taken at the meeting and any non member who has failed to register and pay will not gain admittance.

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Details are available at the APTA website at http://apta.org.au/next-meeting/ .

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Join the APTA Newsletter mailing list at www.apta.org.au .

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Of course.

If you have any friend / colleague that may be interested in attending as well, feel free to invite them, but please remember that they must register and pay prior to the event.

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APTA Membership (9)

Professional and non-professional financial markets Technical Analysts

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APTA facilitates the exchange of ideas in Technical Analysis and Financial Markets and encourages members to aspire to the highest level of professionalism in our discipline.

We bring together accomplished professional and non-professional financial markets Technical Analysts to engage in networking and thought-provoking meetings.

APTA also strongly encourages the education of participants in the financial services industry and the application of technical research in the formulation of investment and trading decisions.

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APTA has two main categories of membership: Associate and Professional.

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Professional membership is open to any person who sources a significant proportion of their income from the application of Technical Analysis.

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Associate membership is open to any person who has an identifiable interest in Technical Analysis and has a desire to advance their skills within the discipline.

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Visit the APTA membership page ( click here ), read the membership qualifications and acceptance criteria. Then send an enquiry to the APTA Secretary on the form on the page or on the form below.

You will receive a membership application form which must be fully completed and sent back to the Secretary with the first year’s membership fee attached.

Comments or questions are welcome.

* indicates required field

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APTA membership fees are determined by the Management Committee from time to time.

At the moment, the annual fee for both categories of membership is $130.

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The three main benefits of an APTA or MTA membership are:
1. Qualifications – CMT Examination (MTA) or AMT – An APTA qualification.
2. Education
3. Networking

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Market Technicians Association - MTA

Have you ever wanted to be a part of an organization with clarity of purpose? With international reach and growing global membership? With integrity and core values you agree with? Do you desire to give back to the industry and take part in a mission driven body of professionals managing market risk?

Through your participation in various events, we know you recognize the educational benefits of membership. As an investment professional, we encourage you to take the next step as an advocate of professional ethics, accountability and competency. The next 45 years of the MTA will depend on even greater engagement from the investment industry and professionals like you.

The Australian Professional Technical Analysts (APTA), in association with the MTA, drives value through three main areas: the CMT curriculum, educational programming, and our growing professional network:

 

 

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The MTA (7)

The APTA committee may certify under its hand and seal that a member has successfully passed the examinations conducted by the association or has otherwise satisfied the association that the member is entitled to call him self or her self an “Accredited Market Technician (AMT).”

All members who have undertaken and successfully completed the Securities Institute of Australia, FINSIA or Kaplan Australia E114, Fin231, E171 or 9063 technical analysis courses or the International Federation of Technical Analysts (IFTA) CFTe examinations or the Market Technicians Associations’ (MTA) CMT examinations as determined from time to time shall be eligible to apply for accreditation.

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MTA information Click here.
APTA and the MTA have a strategic partnership in Australia, offering honorary membership to MTA members.

The Market Technicians Association (MTA)

In September 2011, APTA entered into a strategic partnership with the MTA.

As a result, the MTA’s Australian based members will receive honorary APTA membership and be entitled to all APTA member benefits including attending APTA meetings, luncheons, conferences and other networking events.

APTA members will have access to the MTA’s extensive knowledge base, weekly educational webcasts, podcasts and archives of these events.

The MTA is a not-for-profit professional regulatory organisation servicing over 4,000 market analysis professionals in over 75 countries around the globe. The MTA’s main objectives involve the education of the public, the investment community and its membership in the theory, practice and application of technical analysis.

The MTA’s aims are synonymous with APTA’s and are accomplished through the effective execution of a wide variety of professional services including, but not limited to, seminars, local Region/Chapter/Strategic Partner meetings, the maintenance of an extensive library of technical analysis material and the regular publication of Newsletters and Journals.

MTA members and affiliates include technical analysts, portfolio managers, investment advisors, market letter writers and others involved in the technical aspects of equities, futures, options, fixed income securities, currencies, international markets, derivatives, etc.

For additional information, please visit www.mta.org

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Watch the following short video

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Market Technicians Association - MTA

Have you ever wanted to be a part of an organization with clarity of purpose? With international reach and growing global membership? With integrity and core values you agree with? Do you desire to give back to the industry and take part in a mission driven body of professionals managing market risk?

Through your participation in various events, we know you recognize the educational benefits of membership. As an investment professional, we encourage you to take the next step as an advocate of professional ethics, accountability and competency. The next 45 years of the MTA will depend on even greater engagement from the investment industry and professionals like you.

The Australian Professional Technical Analysts (APTA), in association with the MTA, drives value through three main areas: the CMT curriculum, educational programming, and our growing professional network:

 

 

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APTA Social Media (3)

Yes.

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