Cheyne Toby Whitford
Financial Adviser in Ulladulla, New South Wales, Australia
Review Cheyne Toby Whitford
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001001194
- Location
- Ulladulla NSW 2539
- Licensee
- Hales Douglass Financial Services Pty Ltd (AFSL 290618)
- Authorised since
- 18 December 2019
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce (Accounting), University of Wollongong (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2009); Master of Financial Planning (Distinction), University of Western Sydney (2010); Certified Financial Planner, Financial Planning Association of Australia (2011); Ethics and Professionalism in Financial Advice, Kaplan (2020); SMSFA Specialist Adviser, SMSF Association (2025)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Cheyne Toby Whitford
On the Financial Advisers Register kept by ASIC, Cheyne Toby Whitford appears as a current financial adviser in Ulladulla, New South Wales, adviser number 001001194.
Cheyne provides advice as an authorised representative of Hales Douglass Financial Services Pty Ltd, which holds Australian financial services licence 290618. That authorisation dates from 18 December 2019.
The register records 2009 as the year Cheyne first provided financial advice. The qualifications listed for Cheyne include Bachelor of Commerce (Accounting) (University of Wollongong, 2007), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2009) and Master of Financial Planning (Distinction) (University of Western Sydney, 2010). Cheyne is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.
Cheyne is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Cheyne Toby Whitford here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Cheyne Toby Whitford a registered financial adviser?
Yes. Cheyne Toby Whitford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001194.
Which licensee does Cheyne Toby Whitford work under?
Hales Douglass Financial Services Pty Ltd, Australian financial services licence 290618.
What can Cheyne Toby Whitford give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.