Andrew Whittaker
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Andrew Whittaker is an ASIC-registered financial adviser based in Warwick, QLD, dedicated to providing comprehensive and tailored financial solutions to his clients. With a strong educational background, including a Graduate Diploma in Building Project Management from Queensland University of Technology and a Graduate Diploma of Financial Planning from Kaplan Higher Education, Andrew combines practical knowledge with extensive financial expertise. He has also completed specialist training such as the ASX Accredited Listed Product Adviser Program, Margin Lending and Geared Investments Program, and the Self Managed Superannuation Funds Program, all through Kaplan Professional. Andrew is authorized to provide advice on a wide range of financial products, ensuring his clients receive holistic and well-informed guidance. He offers expertise in superannuation, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning With a commitment to ethical and professional conduct demonstrated by his completion of the Ethics and Professionalism in Financial Advice Course, Andrew is well-equipped to help you navigate the complexities of the financial landscape. Contact Andrew today to discuss your financial goals and secure your future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Andrew Whittaker offer?
Andrew Whittaker provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. He offers comprehensive financial solutions tailored to your individual needs.
What qualifications does Andrew Whittaker have?
Andrew holds a Graduate Diploma in Building Project Management, is an ASX Accredited Listed Product Adviser, holds a Tier 1 Adviser Compliance Solution certificate, and has completed programs in Margin Lending, Geared Investments, and Self Managed Superannuation Funds. He also holds a Graduate Diploma of Financial Planning and a Certificate IV in Finance and Mortgage Broking.
How does Andrew Whittaker approach financial planning?
Andrew focuses on understanding your financial goals and creating a personalized plan to help you achieve them. He provides clear, easy-to-understand advice and ongoing support to ensure you stay on track.
What can I expect during my first meeting with Andrew?
During your initial consultation, Andrew will discuss your current financial situation, your goals, and your risk tolerance. This information will help him develop a tailored financial plan to meet your specific needs.
Does Andrew Whittaker provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Andrew has completed the Self Managed Superannuation Funds Program and is qualified to provide advice on SMSFs. He can help you understand the benefits and responsibilities of managing your own superannuation fund.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.