Adrian Raftery is an Associate Professor at Deakin University acting as the course director for their financial planning programs for the past four years. He is the co-chair of the Financial Planning Academics Forum and has had a number of research articles on audit, tax an superannuation published in the world’s top academic journals.
Before he became an academic, Adrian ran an award-winning accounting/financial planning practice in Sydney for more than a decade as well as previously working at Deloitte and Pannell Kerr Forster. He is a Fellow of the Institute of Chartered Accountants, a Certified Financial Planner, a CPA and a Chartered Tax Adviser (plus a few more to boot). With more letters than the alphabet, Adrian is known as Mr Taxman after becoming the best-selling author of 101 Ways to Save Money on Your Tax – Legally! (now in its 7th edition) and is widely sought by the media for his views on tax and financial issues.
Peter Johnston started his financial services industry career in 1979 after deciding not to pursue an education/teaching path. Whilst playing AFL with Glenelg in the SA NFL he was approached by Scottish Amicable who had been successfully operating investment and insurance business through the Melbourne based VFL clubs.
In 1980 Peter was a foundation partner of Goldsborough Financial Services, an Adelaide based practice specialising in Retirement strategies where he gave advice for 20 years and the practice still operates today.
In 1998 he established the AIOFP after being frustrated with the other options in the market place and saw a need to differentiate independently owned advice practices from the institutionally aligned. Peter holds a Diploma of Teaching, Batchelor of Education, Diploma of Financial Services and an Advanced Certificate for Marketing Planning.
Non Executive Director
- Member Protection Committee
- Small Practice Committee
- Audit Committee
Executive Chair – Pinn Deavin Group (www.pindeavin.com.au)
- Pinn Deavin & Co – Business Advisory Services
- Pinn Deavin Securities Pty Ltd – AFSL
Since 1979 engaged in direct business development and advising on strategic issues in a range of business enterprises including but not limited to retail financial services, insurance underwriting, transport, real estate, building services and international procurement and distribution.
- Registered Company Auditor
- Chartered Accountant
- Certified Practicing Accounting
- Authorised Trust Account Examiner (NSW Law Society)
- Registered Tax Agent
- SMSF Auditor
Manager Member Services
- February 2014 appointed AIOFP, Manager Member Services
- April 2010 to July 2013 – Manager Financial Planning, Local Super/ Statewide Super (SA)
- May 2000 to March 2010 – Senior Planner/Regional Manager, Industry Fund Services (SA/NT)
- September 1997 to May 2000 – Financial Planner, Goldsborough Financial Services (SA)
- Previously senior union official in white collar unions in both SA and NSW
Non Executive Director
Halle is dually qualified, simultaneously practicing financial adviser, and business consultant/mentor operating in Melbourne. As a financial adviser she is one of the authorised representatives of Lifespan Financial Planning and takes a holistic approach to financial planning.
With over 19 years international experiences in helping small to medium size businesses, and self-employed professionals, Halle has been consulting and mentoring business owners and managers with their business set up, management and growth opportunities.
Besides running her own businesses for over 14 years, she tutors and assesses Master of Financial Planning students at Kaplan Professional Education on a part time bases in Australia and New Zealand, and lectures MBA students of Kaplan Business School in Melbourne.
Prior to her current roles, she worked in the corporate world in Australia and overseas, and tutored at RMIT on financial planning.
Halle holds the following qualifications;
- Master Degree in Finance from RMIT University,
- Master Degree in International Business, and
- Bachelor of Economics from Istanbul University,
- Diploma of Financial Planning.
She has published a number of academic research papers, and 6 wealth and business management e-Books. As a member of a committee she has reviewed and developed some of study materials for Master of Financial Planning Courses of one of the Australian’s highly regarded business schools.
Halle also believes in giving back, and since 2015 she is a volunteer expert business mentor with Small Business Mentoring Services which is a non-government, non-profit organisation of volunteer expert mentors helping small businesses in Australia.
Non Executive Director
Professor Sarath Delpachitra currently serves as the Director of the UTS Business School in Shanghai. He has previously served as the Deputy Dean of the Flinders Business School. He specialises in banking, economics and finance issues in Australasian region and has previously served in World Bank, Asian Development Bank, ILO and DEFAT as an International consultant. He has published extensively in refereed journals and professional publications and he was the recipient of Australian Government (Australia Future Unlimited) by granting him the Australian Alumni Excellence for Research & Innovation Award in 2013. He has also served as a senior executive in the General Treasury in Sri Lanka.
He has interacted with policy-makers as a resource person in several Asian countries such as India, Vietnam, People’s Republic of China, Singapore, Malaysia and Sri Lanka. He is also serving as the Managing Editor of the Australian Economic Papers; an internationally ranked journal in the field of economic and finance. He teaches applied finance and economics and economic reasoning for public policy and guided over 20 doctoral candidates for completion. His professional memberships include, a Fellow (Finance and Securities Institute of Australia –FinSia and a Fellow – CPA (Australia).
Sam El Shammaa
Non Executive Director
Sam began his financial planning career in 1993 after completing a Bachelor of Science degree in 1991. Since this time, he has accumulated many professional industry qualifications.
Sam established his own firm in 1997 and in 2015 received his own AFSL and has since overseen the firm’s steady development and growth.
Sam has volunteered with the Cancer Council of NSW and can be seen almost every year volunteering or participating in the 7 bridges walk. He is also on the board of Fairaction International, a charity assisting disadvantaged people from remote communities throughout Australia and developing countries around the world with a focus on youth, families and people with disabilities.
He is also a soccer tragic and is a massive Chelsea FC fan.