Financial Adviser · SYDNEY, NSW

Rowena Whittle

SYDNEY, NSW
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001247311
Currently at
South Melbourne, VIC (firm address)

About Rowena Whittle

Rowena Whittle is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry since 2016. Rowena is currently authorised under Advice Assist Australia. Rowena holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Rowena's qualifications include a Bachelor of Commerce from The University of New South Wales. Rowena is a member of Chartered Accountants Australia and New Zealand (CA ANZ), National Tax and Accountants Association and The Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

1983
Bachelor of Commerce
The University of New South Wales
2011
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
2026
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2026
SMSF Specialist Advisor Program
SMSF Association Ltd

Registration History

Jul 2026 - Present Current
Sep 2022 - Dec 2025 Ceased
Sep 2016 - Dec 2021 Ceased

Source: ASIC Financial Advisers Register