Roy has a Master of Applied Finance from Macquarie University, a Bachelor of Commerce from University of New South Wales, and a Diploma of Financial Services (Financial Planning).

He has two decades of experience in investment research, investment management, superannuation and financial planning, a decade with the financial regulator and early career in marketing and business strategy consulting.

He was a top-rated investment analyst in Australia and head of Asian research servicing global fund managers.

Roy believes there is an educational need for practical financial literacy.