The Financial Planning Association of Australia The Financial Planning Association of Australia

Adrian Whitaker, CFP®


Name Adrian Whitaker, CFP®
Company Wealth Management Partners
Address 106 Burswood Road
Burswood, WA 6100
Phone 08 93686030
Email [email protected]
Website www.wmpgroup.com.au

At Wealth Management Partners, we help you achieve your financial goals. Whether it is planning for your retirement, reducing your debt, paying out your mortgage, developing income streams, protecting you and your family through insurance and risk management, planning for that long awaited overseas holiday or simply creating wealth, our team of experts at Wealth Management Partners can help you through delivering strategies, solutions and alternatives that grow our clients wealth and provide piece of mind to enjoy the things that matter the most in our lives.

Adrian is a Senior Partner of Wealth Management Partners.

Before becoming a Financial Planner, Adrian's background was in GeoSciences, he has qualifications in Engineering Surveying and has worked in related positions throughout Australia and Asia.

Adrian is an Authorised Representative of Garvan Financial Planning and has satisfied the requirements of the Garvan Financial Planning Quality Advice Programme. Adrian is a member of the Financial Planning Association (FPA) and the Financial Services Institute of Australasia (FINSA).

Adrian specialises in retirement and investment planning and is a regular seminar presenter. Adrian also works closely with many clients (often small business owners) who may have complicated corporate structures such as SMSF’s, trusts and corporate entities.

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