Deborah Whiting Financial Planner Report

Name:
Deborah Whiting

Rep Number:
000244358

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2017-06-28 onwards

Licensee
Name:

Number:
000309996

ABN:
22 122 230 835

Controlled By:

Appointed By
Name:
Insight Investment Services Pty Ltd

Licence Number:
000309996

ABN:
22 122 230 835

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
CPA
Certified Practicing Accountant /CPA Financial Planning Specialist
Institute of Chartered Accountants
Chartered Accountant / CA Financial Planning Specialist
Finance Education Professionals
RG 146 Compliant
Tax Practitioners Board
Registered Tax Agent
SPAA
SPAA Specialist Adviser

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
SMSF Association