Jeffrey P Whitton & Associates
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About

We have been in the financial advice industry for 28 years and witnessed many economic and legislative changes, some good and some a disadvantage to the consumer. However, in saying that, we concentrate on our clients requirements and strive to achieve the best outcome for them.

My practice is supported by very professional and capable staff that provide my clients with a high level of service. The standards we adhere to are simple, but they reflect all that we’ve learned as an organisation over the past 28 years.

1. Treat people with respect and dignity
2. Work together
3. Conduct ourselves with integrity

Our associates’ primary focus is meeting the needs of our clients. It sounds simple, but it encompasses and respects our methods of putting clients first. We pride ourselves on serving our clients at every turn, maximising their value, and in doing so, maximising our own value.

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Meet our staff

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About Us

We have been in the financial advice industry for 28 years and witnessed many economic and legislative changes, some good and some a disadvantage to the ... Read more

Our Services

Financial planning is more than just the management of your financial investments. It’s making sure that your future lifestyle is as good as it can ... Read more

Our Staff

In addition to myself, my team consists of qualified financial advisers who have been in the industry for over 10 years. We all work collaboratively to ... Read more

Our Location

Nexus Building, Suite 510,
4 Columbia Court
BAULKHAM HILLS, NSW 2153

(02) 8852 5757jeff@jwhitton.com.au

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Jeffrey Whitton, trading as Jeffrey P. Whitton and Associates
ABN 52 32 5 8 03 545
Authorised Representative No. 253578
Nexus Building, Suite 510, 4 Columbia Court
BAULKHAM HILLS, NSW, 2153

Alliance Wealth Pty Ltd
ABN 93 161 647 007
AFSL 449221
Level 9, 10 Bridge St
Sydney, NSW, 2000