Areas of Expertise

  • Wealth Management
  • SMSF Investment Advice
  • Wealth Preservation
  • Effective Debt Management
  • Tax Effective Investments

Education

  • B.Bus (Acc)
  • CA
  • CFP®

Austin Whiting

Director and Financial Adviser

Austin began his professional working life while obtaining his accounting degre. He enjoyed his work well enough, but for him, his interactions with clients were principally about the past year – profit, loss and tax.

"His areas of greatest interest are Superannuation and Insurance, and he says that the best advice he can give anyone is “start planning for your future when you are young.”

While he appreciated that this was a time of great learning, he looked to investments, superannuation and other forward focused planning, where he could take a more exciting and active role in creating wealth for his clients. In the early 2000s he worked at JB Were and RBS Morgans in financial planning, stockbroking and other more proactive roles until he felt ready to set out on his own. This he did in 2011.

His areas of greatest interest are Superannuation and Insurance, and he says that the best advice he can give anyone is ‘start planning for your future when you are young’.

Many clients have no idea of how to maximize what they do have, or what options might be available. He finds purpose in directing all his knowledge to the problem – he understands all the relevant legislation, the rights and entitlements and understands how to make them fit into a client’s individual financial jigsaw. Helping to create a financial future where it seemed that there was none, or enabling an even more robust future, is his daily motivation.

Austin works hard for every client. He believes that to work in the clients’ best interests he must keep the lines of communication open, advise, yes, but also listen carefully, then guide and educate. He is similarly active outside the office. He swims, surfs, plays tennis and golf, and revels in family time.