Jeffrey P Whitton & Associates
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Jeff Whitton, Dip FS (Fin. Plan)

Principal Financial Planner

Authorised Representative No. 253578 0288525757 jeff@jwhitton.com.au
Download Jeff Whitton, Dip FS (Fin. Plan)'s adviser profile

After leaving PNG in 1986 and migrating to Sydney I was recruited by AMP and started my practice and a career in the financial services industry.

Initially, the change was challenging after coming from the fishing and diving industries but I was used to challenges due to the ones that these industries threw at me and having been born in Lae, PNG.

Qualities

I find that I can relate to just about everybody. This must have been a trait from the PNG upbringing where there were no class distinctions and we had a beer with the plumber and accountant.

I treat all clients the same irrespective if they earn $50,000 or $500,000. At the end of the day they are all talking to me about their families, creating personal wealth, retirement and estate protection.

Being in business for the last 29 years provides me with an understanding of how small business operates so I can provide advice and solutions to their revenue and capital protection.

My primary aim is to provide our valued clients quality advice and treat them with respect.

Experience skill set

29 years in the financial services industry providing advice in the following areas:

  • Family and estate protection advice
  • Superannuation accumulation and retirement planning
  • Investment advice
  •  Business succession, debt guarantee and key person advice

Interests

Involved in the Rural Fire Service for 22 years as a fire fighter, Deputy Captain and President of the Brigade Fishing of course, diving, golf, travel and helping out my family and mates with whatever.

Qualifications

  • Diploma of Financial Services (Financial Planning)

Our People

  • Jeff Whitton, Dip FS (Fin. Plan)
  • Michelle Moussa, Dip FS (Fin. Plan)

Get in touch

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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