Tarje Whitford
Financial Adviser
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About
Tarje Whitford is an ASIC-registered financial adviser based in Kirrawee, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Tarje holds a Bachelor of Commerce (Financial Planning/Accountancy) from the University of Wollongong, completed in 2022, along with ACCY228-Taxation for Financial Planners and LAW101-Introduction to Law, also from UOW. Demonstrating a commitment to ethical practice, Tarje has also completed FPC002B-Ethics and Professionalism in Financial Advice with Kaplan Higher Education (2025). Tarje is authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning, ensuring comprehensive support for your financial future. This includes guidance on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice to help you grow your retirement savings • Insurance solutions to protect you and your family • Retirement planning to ensure a comfortable future • Investment strategies to help you achieve your financial goals If you're seeking personalised financial advice from a knowledgeable and approachable adviser, reach out to Tarje today to discuss your needs and aspirations.
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Frequently Asked Questions
What types of financial advice does Tarje Whitford offer?
Tarje Whitford specialises in providing advice on superannuation, insurance, and retirement planning. This encompasses Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities, ensuring a comprehensive approach to your financial well-being.
What qualifications does Tarje Whitford have?
Tarje Whitford holds a Bachelor of Commerce (Financial Planning/Accountancy) from the University of Wollongong, completed in 2022, along with ACCY228-Taxation for Financial Planners and LAW101-Introduction to Law, also from UOW. Demonstrating a commitment to ethical practice, Tarje has also completed FPC002B-Ethics and Professionalism in Financial Advice with Kaplan Higher Education (2025).
What is the process for becoming a client of Tarje Whitford?
The first step is to schedule an initial consultation to discuss your financial goals and current situation. From there, Tarje will develop a personalised financial plan tailored to your needs. He will then guide you through the implementation of the plan and provide ongoing support to ensure you stay on track.
What can I expect during my first meeting with Tarje Whitford?
During your first meeting, you can expect a friendly and professional conversation about your financial goals, current financial situation, and any concerns you may have. Tarje will explain his approach to financial planning and answer any questions you have. The goal is to establish a clear understanding of your needs and determine how he can best assist you.
How can superannuation advice from Tarje Whitford benefit me?
Tarje can provide expert advice on optimising your superannuation contributions, selecting appropriate investment options within your super fund, and developing strategies to maximise your retirement savings. He can also help you navigate the complexities of superannuation legislation and ensure you are making informed decisions for your future.
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