Jeffrey P Whitton & Associates
(02) 8852 5757 Get in touch
  • Home
  • About
  • Services
    • Insurance and Risk Management
    • Superannuation and Retirement Planning
    • Investment Planning
    • Small Business Advice
    • Estate Planning
  • Process
  • Tips
    • Calculators
  • Staff
  • Contact

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 provide all our clients with the most current and accurate advice. This allows us to provide you with diverse industry knowledge and experience to meet all your financial goals.

Our commitment is to provide service excellence and care in all that we do for our clients, reflecting our core values of integrity, professionalism and quality of advice.

Jeff Whitton, Dip FS (Fin. Plan)

Principal Financial Planner

View profile

Michelle Moussa, Dip FS (Fin. Plan)

Senior Paraplanner / Office Manager

View profile

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

Copyright 2022 Jeffrey P Whitton & Associates Website By The DMA

  • Financial Services Guide
  • Important information
  • Sitemap

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