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.
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).
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.
Phillip, an industry veteran of 33 years, is the CEO and a shareholder of Bluewater Financial Advisors AFSL; a founding director and a shareholder of Avalonfs AFSL and was elected to the board of the AIOFP in November 2019 to represent Principal Practice Members with more than 20 Authorised Representatives in the Association.
Phillip commenced in the financial services industry in 1986 as a National Mutual agent, followed by roles in financial planning at GIO and mortgage brokering at Aussie Home Loans.
Phillip transitioned to management in 1999 as a BDM for Bleakleys, followed by various roles in the management of AFSLs, with a focus on developing the practices of the Authorised Representatives.
Phillip’s vision for the future is to help the AIOFP facilitate industry direction that benefits constituents, government and the advisory fraternity.