Financial Adviser · SUBIACO, WA

Deborah Whiting

23 Years experience

Tax advice
authorised

Currently at

Subiaco, WA

View firm profile

ASIC Registered · ADV 000244358

Deborah Whiting is a financial adviser based in Subiaco, Western Australia, with 23 years of experience in the financial services industry. Deborah is currently authorised under Astute Advisory Services Pty Ltd. Deborah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Western Australa (UWA). Deborah is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: No managed discretionary accounts as per AFSL

Authorised to provide tax financial advice services

Qualifications and Training

1981

Bachelor of Commerce

University of Western Australa (UWA)

1983

Certified Practicing Accountant /CPA Financial Planning Specialist

CPA

1984

Chartered Accountant / CA Financial Planning Specialist

Institute of Chartered Accountants

2012

SMSF Specialist Advisor

SMSF Association Ltd

2020

MAA769 Ethics for Financial Services

Ethics - Deakin University

Registration History

Astute Advisory Services Pty Ltd

Aug 2021 - Present Current

No managed discretionary accounts as per AFSL

Self Funded Retirement Planners Pty Ltd

Jun 2021 - Jul 2021 Ceased

Insight Investment Services Pty Ltd

Jun 2017 - Jun 2021 Ceased

FINANCIAL CIRCLE PTY LTD

Aug 2006 - Nov 2017 Ceased

Source: ASIC Financial Advisers Register