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Deborah Whiting

Name
Deborah Whiting
ID
244358
ABN
–
First Provided Advice
2003

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1981 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australa (UWA)
  • 1983 - Certified Practicing Accountant /CPA Financial Planning Specialist - - CPA
  • 1984 - Chartered Accountant / CA Financial Planning Specialist - - Institute of Chartered Accountants
  • 2012 - SMSF Specialist Advisor - Professional Designations - SMSF Association Ltd
  • 2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CPA Australia (CPA)
  • Chartered Accountants Australia and New Zealand (CA ANZ)
  • SMSF Association

Licencee

Status
Ceased
Licence Holder
Insight Investment Services Pty Ltd (#309996)
Commenced
June 28, 2017
Ceased
June 29, 2021
Status
Ceased
Licence Holder
Self Funded Retirement Planners Pty Ltd (#229456)
Commenced
June 30, 2021
Ceased
July 29, 2021
Status
Current
Licence Holder
Astute Advisory Services Pty ltd (#337806)
Commenced
Aug. 4, 2021

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Financial Circle Pty Ltd (#302222)
Commenced
Aug. 9, 2006
Ceased
Nov. 24, 2017