Deborah Whiting – Financial Adviser

Adviser identifying number: 244358
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: UTOPIA FINANCIAL SERVICES PTY LTD
Licence number: 302222
Licensee’s ABN: 53106702470
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/08/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UTOPIA FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000302222
Authorised Representative’s ABN: 53106702470

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

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

Deborah Whiting is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility