Rex Whittaker
Financial Adviser in Mount Gambier, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276763
- Location
- Mount Gambier SA 5290
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, Deakin University (1998); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2004); Advanced Diploma of Financial Services, Kaplan Professional Education (2012); Certified Practicing Accountant Program, Certified Public Accountants of Australia Pty Ltd (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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 Rex Whittaker
Rex Whittaker is a financial adviser in Mount Gambier, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000276763.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 1 June 2021.
According to the register, Rex first provided financial advice in 2004. Qualifications and training on file include Bachelor of Commerce (Deakin University, 1998), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2004) and Advanced Diploma of Financial Services (Kaplan Professional Education, 2012). Rex is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Rex Whittaker a registered financial adviser?
Yes. Rex Whittaker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276763.
Which licensee does Rex Whittaker work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Rex Whittaker 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.