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