Meet our Team - PDK Financial

Directors:

PHIL LOUNDER CPA, FTIA, BA (Acc) 

Phil has been in the accounting profession in Public Practice for nearly 20 years. He has an easy going and understanding nature that allows clients to feel comfortable and understand the advice that is given to them.

Phil has a broad range of business industries that he has a good knowledge of and able to assist most clients no matter what the tax and accounting query. He has clients in most Australian states and with technology this is not a problem to communicate and keep client actively managed and advised on areas that may concern them.

Phil's goals are to develop long term client relationships and provide pro-active advice aimed at producing better outcomes for clients to achieve their goals.

He is actively involved in Management and Board positions in several businesses and non-profit organisations including 10 years as The Finance director for North Adelaide Football Club Inc and Adelaide United Football Club.

Professional qualification and memberships

  • Certified Practicing Accountant (CPA), CPA Australia
  • Public Practice Certificate and Registered Tax Agent,
  • Bachelor of Arts (in Accountancy)

Phil enjoys travelling overseas and spending time at Sellicks Beach with family & friends, fishing and enjoying red wine.
 




DARRELL O'BRIEN FIPA, CTA, BEc (Acc) 

Darrell has been in private practice for over 26 years and is a founding partner of PDK Financial. Darrell went into private practice after working in the private and community sector as an accountant and his last position was as the administrator of the Adelaide International Film Festival inc.

Darrell primarily works with small to medium business owners and specialises in business coaching, valuations and succession. His goal is to optimise his client's businesses tax effectively.

Professional qualification and memberships

  • Bachelor of Economics, Adelaide University,
  • Public Practice Certificate and Registered Tax Agent
  • Fellow of the Institute of Public Accountants
  • Fellow of the Institute of Taxation of Australia
  • Member of the National Tax and Accountants Association

Darrell is a passionate supporter of Central District Football Club and served as a director of the club for 25 years. He is a life member of the SANFL as well as Central District Football Club.

Socially he plays golf, loves to travel and spend time with his family.

 

Financial Planners: 

LEE VIRGIN CFP ®, DipFP, AFPA

Lee has an extensive understanding of self managed superannuation, together with advice to families and individuals covering the important areas of retirement planning, estate planning, business succession, investment and taxation strategy and overall financial management.  Throughout his professional career, Lee has strengthened his reputation for delivering results to his individual and corporate clientele, using his financial expertise to develop strong, long-term and trusting relationships with both his clients and staff.

Professional qualification and memberships 

  • Certified Financial Planner™ (CFP)
  • Diploma of Financial Planning,
  • Associate of the Australian Financial Planning Association.

Lee is married with one son and two daughters. He is a keen follower of football and cricket and his hobbies include fishing and the occasional game of golf.



RICHARD LOVELL CFP ®, BComm, DipFP.

Richard is a Certified Financial Planner™ and has a Bachelor of Commerce with a major in corporate finance as well as a Diploma of Financial Planning.  Richard has been a financial adviser since 2002. Before this he spent 3 years as an associate financial adviser.  Richard develops tax-effective wealth creation strategies with his clients. He also advises on direct equity model portfolios, self managed superannuation, redundancy, personal insurance and corporate insurance, and superannuation.

Richard is committed to ongoing professional and technical development.  He covers all facets of financial advice with individuals and corporate clients. Richard delivers this through high level strategic advice and disciplined portfolio construction and review methodology.

Professional qualification and memberships 

  • Certified Financial Planner™ (CFP)
  • Diploma of Financial Planning
  • Bachelor of Commerce (Corporate Finance).

Richard is a motorsport enthusiast, likes an occasional game of tennis and is also a member of the Rotary Club of Adelaide East. 

 

Accountants: 

ANH-THU HO CPA, B.Comm (Acc) 

Anh-Thu joined the team at PDK Financial shortly after graduating from Adelaide University in 2003 with a Bachelor of Commerce degree.  Whilst with the firm she has completed her qualification as a Certified Practicing Accountant.  Anh-Thu's experience includes working predominantly with small business clients in various industries.  She provides a range of services to clients including quarterly BAS returns and general tax compliance.  She looks forward to building her career at PDK Financial and establishing long-term relationships with her clients.

Outside of work, Anh-Thu is an avid reader, regular movie goer and loves to travel.

Professional qualifications and memberships 

  • Bachelor of Commerce (in Accountancy),
  • Certified Practicing Accountant (CPA), CPA Australia

 

JOANNE DETLOFF AIPA (Adv. Dip. Acc) 

Jo joined the PDK team in 2003.  Jo has developed a great working relationship with clients over the years.  Jo has extensive experience with MYOB Accounting and regularly goes out and visits clients who require assistance with MYOB or QuickBooks setup, training and BAS preparation.  She also attends to Tax Compliance work.  Jo also performs bookkeeping for small business clients that don't have time to do the work themselves.  

Jo is also the PDK team activity co-ordinator.  She has organised Dragon Boating for the past 2 years, and many other "Life Be In It" Challenges.  "It's a great way of building Team morale."

Outside of work Jo is an avid cyclist.  She rides with Bike SA's "Cobwebs" every Saturday morning and also does a hills challenge every Sunday morning. She enters the TDU Bupa Challenge, Amy's Ride, Ride Like Crazy, Boileau Velo and Around the Bay in a Day (VIC).  Jo is also a Port Power season ticket holder and enjoys going to games thoughout the season.

Professional qualifications and memberships

  • Advanced Diploma of Accounting
  • Registered BAS Agent
  • Public BAS Practitioner
  • Associate member of the Institute of Public Accountants

 

KELLY FU CPA, M.Acc  Accountant

Kelly has been a part of the PDK Financial team since January 2013 after 5 years of working as a qualified accountant.  Kelly graduated from Macquarie University in 2007 with a Masters of Accounting and became CPA qualified in 2009.  In 2012 she gained her Tax Agents Licence.

Kelly has wide and varied tax accounting experience and she now mainly provides financial reporting services for Businesses and Superannuation Funds to clients. Kelly is looking forward to a long and successful career with PDK Financial.

Kelly is married with 2 young boys and enjoys travelling and spending as much time as she can in her very busy life with her family and friends.

Professional qualifications and memberships

  • Masters of Accounting (M.Acc)
  • Certified Practicing Accountant (CPA), CPA Australia