Adrian Whitaker Email & Phone Number
Senior Financial Advisor - Private Wealth @ Gallagher Insurance
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Adrian Whitaker Location
- Australia
Adrian Whitaker Work
- 2025 -now Senior Financial Advisor - Private Wealth @
- 2008 -2025 Director, Senior Partner, Certified Financial Planner @
- 2002 -2008 Certified Financial Planner @ Garvan Financial Planning
- 1997 -2002 Senior Navigator @
- 1996 -1997 Traveling @ Gap Year
- 1989 -1996 Engineering and Hydrographic Surveyor @
Adrian Whitaker Education
- SMSF Association
SMSF Specialist Advisor™
2015-2015 - University of Adelaide
Cavendish ICFS Specialist SMSF course
2011-2011 - Financial Planning Association of Australia
Certified Financial Planner Education Program
2003-2007 - Deakin University
Diploma of Financial Planning
2002-2002 - Securities Institute of Australia (now Finsia)
Diploma of Financial Advising
2000-2001 - Wembley College of Tafe
Diploma in Engineering Surveying
1987-1989 - Craigie Senior High School
High School Graduate
1982-1986
Adrian Whitaker Skills
- Estate Planning
- Financial Planning
- Investments
- Tax
- Insurance
- Wealth Management
- Succession Planning
- Retirement Planning
- Income Protection
- Coaching
- Wealth
- Financial Analysis
- Portfolio Management
- Retirement
- Budgeting
- Pensions
- Wealth Accumulation
- Superannuation
- Strategic Financial Planning
- Certified Financial Planner
- Financial Advisory
- Budgets
- Investment Advisory
- Financial Planners
- Life Insurance
- Asset Allocation
- Debt Management
- Estate Tax Planning
- Certified Financial
- Strategic Financial
Adrian Whitaker Summary
- Adrian Whitaker, based in Australia, is currently a Senior Financial Advisor - Private Wealth at Gallagher. Adrian Whitaker brings experience from previous roles at WMP Group - Wealth Management Partners, Garvan Financial Planning, PGS and Gap Year. Adrian Whitaker holds a 2015 - 2015 SMSF Specialist Advisor™ @ SMSF Association. With a robust skill set that includes Estate Planning, Financial Planning, Investments, Tax, Insurance and more. Adrian Whitaker has 1 emails and 2 mobile phone numbers on RocketReach.
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