Deborah Whiting
Financial Adviser
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About
Deborah Whiting is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from UWA and extensive professional qualifications, including being a Certified Practicing Accountant (CPA Financial Planning Specialist) since 1983, a Chartered Accountant (CA Financial Planning Specialist) since 1984, and an SMSF Specialist Advisor with the SMSF Association Ltd since 2012, Deborah brings a wealth of knowledge and experience to her practice. Deborah is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. As a member of CPA Australia, Chartered Accountants Australia and New Zealand, and the SMSF Association, Deborah adheres to the highest ethical and professional standards. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice Ready to take control of your financial future? Contact Deborah Whiting today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What financial planning services does Deborah Whiting offer?
Deborah Whiting provides comprehensive financial advice, including superannuation, retirement planning, wealth management, insurance, and SMSF advice. She tailors her services to meet the unique needs of each client.
What are Deborah Whiting's qualifications and experience?
Deborah holds a Bachelor of Commerce from UWA, and is a Certified Practicing Accountant (CPA Financial Planning Specialist), a Chartered Accountant (CA Financial Planning Specialist) and an SMSF Specialist Advisor. She has been providing financial advice since 1983 and has extensive experience in wealth management, retirement planning, and SMSFs.
How does Deborah Whiting develop a financial plan for her clients?
Deborah begins by understanding your financial goals, current situation, and risk tolerance. She then develops a tailored financial plan that addresses your specific needs and objectives. Regular reviews and adjustments ensure your plan remains aligned with your evolving circumstances.
What should I expect during my first consultation with Deborah Whiting?
During your initial consultation, Deborah will discuss your financial goals, gather information about your current financial situation, and explain her approach to financial planning. This meeting is an opportunity for you to ask questions and determine if her services are a good fit for your needs.
What types of clients does Deborah Whiting typically work with?
Deborah works with a diverse range of clients, including individuals, families, and SMSFs. She provides advice to those seeking to optimize their superannuation, plan for retirement, manage their wealth effectively, and protect their assets with appropriate insurance coverage.
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