Financial Adviser
· ROCKHAMPTON, QLD
Elizabeth May Whalley
No disciplinary history on record with ASIC
ROCKHAMPTON,
QLD
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297699
About Elizabeth May Whalley
Elizabeth May Whalley is a financial adviser based in Rockhampton, Queensland, with 3 years of experience in the financial services industry since 2023. Elizabeth is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Elizabeth holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Elizabeth's qualifications include a Master of Financial Planning from Kaplan Professional. Elizabeth is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma Financial Planning
Kaplan
2019
Advanced Diploma of Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Master of Financial Planning
Kaplan Professional
2026
SMSF Specialist Adviser
SMSF Association
Registration History
Source: ASIC Financial Advisers Register