REX WHITTAKER
Financial Adviser · Mount Gambier, SA
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2012 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan Professional Education
2020 - Certified Practicing Accountant Program - Professional Designations - Certified Public Accountants of Australia Pty Ltd
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.