Rex Whittaker
Financial Adviser
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About
Rex Whittaker is an ASIC-registered financial adviser based in Mount Gambier, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Rex holds a Bachelor of Commerce from Deakin University (1998), a Diploma of Financial Services (Financial Planning) (2004) and an Advanced Diploma of Financial Services (2012), both from Kaplan Professional Education. Further solidifying his expertise, Rex completed the Certified Practicing Accountant Program with CPA Australia in 2020. As a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), Rex adheres to the highest professional standards, ensuring clients receive ethical and reliable advice. Rex is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management. His areas of expertise also include guiding clients through retirement planning and providing advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or require insurance solutions to protect your future, Rex can help. Contact Rex Whittaker today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Rex Whittaker provide?
Rex Whittaker specialises in superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice.
What qualifications does Rex Whittaker have?
Rex holds a Bachelor of Commerce from Deakin University, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services from Kaplan Professional Education, and completed the Certified Practicing Accountant Program with CPA Australia.
How can Rex Whittaker help me with retirement planning?
Rex can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, estimating future expenses, and recommending suitable investment strategies to ensure a comfortable retirement.
What professional memberships does Rex Whittaker hold?
Rex is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Rex Whittaker?
During your initial consultation, Rex will take the time to understand your financial situation, goals, and risk tolerance. He will then provide you with an overview of how he can help you achieve your objectives and answer any questions you may have.
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