History and experience
Whittle & Skok was established in 1983 and has been operating for more than forty years, making us one of the oldest financial planning firms in Australia. Therefore, we have the benefit of accumulated experience and knowledge and having managed our client portfolios through a wide range of investment cycles and regulatory environments.
Committed to developing long-term relationships
Our business is focused upon providing ongoing services to our clients. Your circumstances change over time, and so does the appropriate strategic financial planning advice and wealth management solution. Our objective is to be your trusted long-term partner across this journey.
Flexible solutions to help you achieve your goals
Our advisers are able to leverage their expertise and experience to offer strategic advice across a wide range of subjects. In addition, we have our own internal investment management team and are thus able to offer a range of investment solutions, either managed internally or by external parties.
Whittle & Skok is privately owned and not affiliated with any bank or other financial institution. We have operated under our own AFS Licence since 1988.