Adrian Whitaker

Senior Partner

CFP®, SA Fin, Dip Surv, SMSF Specialist Advisor
 
Adrian began his career in financial planning in 2002 after completing both a Diploma in Financial Advising and a Diploma in Financial Planning.

 

: adrian@wealthmp.com.au

Screen Shot -3

He describes his greatest achievement as getting into business with like-minded professionals and helping substantially to build WMP over the last 14 years. Adrian receives great feedback on his ability to remove complexity and explain difficult concepts in simple, easy to understand ways. Whilst focusing most of his time working with pre and post retiree clients, Adrian has also found a niche working with many oil and gas, and mining professionals. It would be an understatement to suggest that Adrian is a fan of Blues music, he is a true enthusiast, and is almost as passionate about helping his retiree clients enjoy their life, believing strongly that increased financial certainly is the key.

Qualifications/Memberships/Accreditations:
  • Member of the Financial Planning Association
  • A Graduate of the Diploma of Financial Advising (awarded two state prizes)
  • SMSF Specialist Advisor™
  • Member of SMSF Association
  • A Certified Financial Planner (the highest designation available)
  • Senior Associate of Financial Services Institute of Australasia
  • Registered as Tax (Financial) Adviser with the Tax Practitioners Board (TPB)
  • Successful completion of the FASEA Financial Adviser exam

Leaders that listen.

At WMP we get the balance right between leading and listening. We bring a sound structure to the client experience, but you will find when you meet with any of our advisers, there is a desire to understand your world as well as we can before we advise. Understanding your journey/vision is everything.

Managing Partner
Senior Partner
Senior Partner
Senior Partner
Senior Partner
Senior Planner
Senior Partner
Senior Partner
Senior Partner
Senior Partner
Senior Planner
Wealth Management Partners is an FPA Professional Practice (1)

How can we help?