Biography
B.Bus, CFP, CPA, CTA, FCA, F Fin, GradCertJournalism, MBA, PhD
Adrian holds an MBA and specialises in business planning, financial planning and tax. Adrian holds a graduate diploma in financial planning and a graduate certificate in Journalism. He recently completed his PhD for examination with the School of Accounting at the University of Technology, Sydney (UTS) where his focus of research is on Australian Self-Managed Superannuation Funds.
Despite being called it for years, a lot of people confuse Mr Taxman with the ATO. "Consider 'Mr Taxman' as being the good cop compared to 'The Taxman' as being the bad cop ... a subtle but important difference" says Adrian.
Read more on Adrian's profileCareer highlights
- Australian Business Awards for Service Excellence (2008)
- Australian Business Awards for Community Contribution (2008 and 2010)
- Named in Top 50 companies by www.smartcompany.com.au (2008 and 2009)
- Named in the Masterclass Top 50 in Australia for financial planners by Personal Investor magazine and BT (2006 and 2007)
- Represented Australian Masters’ AFL v Ireland in six International Rules Tests (2006, 2008 & 2009)
- Played in EJ Whitten Legends AFL match for All Stars (2009)
Research interests
- AFSLs
- Auditing
- SMSFs
- Superannuation
- Tax
Affiliations
- Fellow of the Institute of Chartered Accountants in Australia
- Fellow of FINSIA
- Chartered Tax Adviser, Taxation Institute of Australia
- Certified Financial Planner, Financial Planning Association
- Certified Practising Accountant, CPA Australia
Teaching interests
- Corporate Accounting
- Financial Planning
- Income Tax
- Small Business Accounting
- Superannuation
Units taught
- MAF255 Financial Planning
- MAF311 Superannuation Planning
- MAF312 Advanced Financial Planning
- MAF708 Retirement Income Streams
- MAF709 Financial Planning Development
- MAF765 Financial Planning and Analysis
Knowledge areas
- Accounting
- Financial Planning
- Superannuation
- Tax
Conferences
- AFAANZ Conference, Melbourne, July 2012
- AAA Auditing Section Mid-Year Conference and Doctoral Consortium, New Orleans, USA, January 2013
- AFAANZ Doctoral Consortium, Perth, July 2013
- UNSW Colloquium of Superannuation Researchers, Sydney, July 2013
- EARNet Doctorial Consortium, Trier, Germany, September 2013
- QARN, Auckland, NZ, October 2013
- ANCAAR, Canberra, December 2013
- JCAE, Malaysia, January 2014
- EAA Congress, Tallinn, May 2014
- BAFA Audit & Assurance Conference, UK, May 2014
- AFAANZ Conference, Auckland, July 2014
Professional activities
- Author of '101 Ways to Save Money on Your Tax - Legally!', Wrightbooks, Sydney
Media appearances
- Magazines
- Newspapers
- Radio
- TV
- Wrote regular money/finance columns for Woman's Day, Your Trading and Your Investment magazines
Awards
- PhD Scholarship - UTS Accounting Discipline Group, 2011
- Top-up PhD Scholarship from CIFR, 2013
- People’s Choice Winner of 3 Minute Thesis competition UTS Business, 2013.
- AFAANZ representative at 2014 EAA Colloquium, Talinn, Estonia
- Voted in top twenty postgraduate lecturers in the UTS Business School, 2012 & 2013
Publications
Auditor industry specialisation, service bundling and partner effects in a mining-dominated city
Andrew Ferguson, Gabriel Pundrich, Dr Adrian Raftery
(2014), Vol. 33, pp. 153-180, Auditing: a journal of practice and theory, Sarasota, Florida, C1