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.

ASIC Financial Adviser/Authorised Representative Number: 000242828

Adrian Whitaker | MoneySmart Financial Advisers Register

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.

Contact Adrian

Qualifications/Memberships/Accreditations:

Member of the Financial Advice Association Australia (FAAA) (prev. FPA & AFA)
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.

Steve Beattie

Managing Partner

Troy Hartley

Senior Partner

Adrian Whitaker

Senior Partner

Janusz Mazurek

Senior Partner

Quincy Matambanadzo

Senior Partner

Nick Ferguson

Senior Partner

Bruce Hancock

Senior Partner

Trey Moredoundt

Senior Partner

Shelley Tiet

Senior Partner

Jeff Karim

Senior Planner

Christian Scala

Senior Planner

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.

Qualifications/Memberships/Accreditations:

Leaders that listen.

How can we help?

CFP^®, SA Fin, Dip Surv, SMSF Specialist Advisor^™