Andrew Whittaker Financial Planner Report

Name:
Andrew Steven Whittaker

Rep Number:
000329677

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2015-03-27 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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

Qualifications
Queensland University of Technology
Graduate Diploma in Building Project Management
Kaplan
Graduate Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Superannuation Funds
Tax Practitioners Board
Tax (Financial) Adviser

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association
Tax Practitioners Board