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- Deborah Whiting
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