CHEYNE TOBY WHITFORD
Financial Adviser · Ulladulla, NSW
📚 Qualifications & Training
2007 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Wollongong
2009 - Advanced Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2010 - Master of Financial Planning (Distinction) - Masters Degree (AQF 9) - University of Western Sydney
2011 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - SMSFA Specialist Adviser - Professional Designations - SMSF Association
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.