Managing director and financial adviser
Caboodle Financial Services
Peita Diamantidis is a new form of ‘geek’ hybrid – maths and finance nerdiness combined with a passion for communicating that has her on a mission to empower the public to take charge of their finances.
With 20 years in the financial services industry, and the last 10 spent as a practising financial adviser, Peita’s focus on communication culminated in the release of her first book, Finance Action Hero, Book 1: Basic Training, in May 2014, with the follow up, Finance Action Hero, Part 2: Mission Possible, released in 2015.
Utilising a background in Actuarial Studies, Peita has also developed a keen interest in the science of Applied Innovation. The combination of her passion for communicating and her interest in applied innovation have led her on a never ending journey to find ideas, widgets and new-fangled ways of bringing the financial advice industry and the Australian public closer together.
Internationally-acclaimed innovator, enabler and former broadcaster
Peter Ford is the extraordinary mind behind NeuroSwitch – a system he Beta-tested with Prof. Stephen Hawking that is revolutionising the lives of people with profound disabilities.
As the world begins to ask what happens when Artificial Intelligence (AI) machines become smarter than we are, NeuroSwitch is on the leading edge of enabling us to control the same systems with our own neural signals – building on the bionic foundations laid by heart pacemakers and the revolutionary Cochlear hearing system in order to make us all functionally bionic.
His presentations include live demonstrations of NeuroSwitch, during which members of the audience control a computer with their own neural signals.
Peter was the first Australian news anchor at CNN and CNN2 in Atlanta, a former NSW Senior Australian of the Year, and is also a member of Mensa.
Founder and managing director
Peter’s passion for innovation in the financial services industry, has been shaped through more than 10 years of servicing different clients as both a former accountant and financial planner.
With a Bachelor of Commerce degree and a list or relevant industry qualifications, Peter’s entrepreneurial skills have further shaped his ideas and business knowledge to date.
After acquiring a profound insight into the financial services industry, Moneysoft was born. With a hunger for success and a never-give-up determination, Peter is focused on establishing and growing Moneysoft Limited throughout the Australian financial services industry for the benefit of all Australians.
Director and financial adviser
AP Financial Solutions and Spark Professional
Adrian Patty is passionate about many areas of the financial advice industry. In addition to being the principal adviser at AP Financial Solutions, he is also the director of Spark Professional, a recruitment and training firm dedicated to financial advice. Adrian also contributes as a driving force behind XY Adviser, a community of advisers who share ideas and inspire one another to improve and innovate.