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

Senior Paraplanner / Office Manager

The support staff are not authorised to provide advice under the AHFA Australian Financial Services Licenses 0288525755 michelle@jwhitton.com.au

I started working for Jeff straight out of university in 2003. I was running a few marketing campaigns for his business and during this time, took a great interest into financial planning. This is when I made the best decision of my life to study a Diploma of Financial Services. I have been working for Jeff ever since!

I have the great pleasure of managing all office practices as well as preparing financial plans. Working with Jeff for such a long time has meant that I am able to connect with all clients on both a professional and social level.

Being in the industry from such a young age has allowed me to gain the knowledge and experience required to assist all our clients, new and existing, with many aspects of financial planning they may require.

Qualifications

  • Bachelor of Commerce (Marketing and Management)
  • Diploma of Financial Services (Financial Planning)

Michelle Moussa, Dip FS (Fin. Plan) is not authorised to provide advice under the Alliance Wealth Pty Ltd Licence.

Our People

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

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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