We believe that expertise in strategic financial advice and investment management is achieved through experience and skill.
Experience comes with time and the sharing of ideas and insights, which we encourage through our team culture.
Skills can be honed and enhanced through ongoing learning, something to which we are strongly committed. This commitment is illustrated by the various associations and designations held by our firm and its employees.
Whittle & Skok Financial Services is a Financial Planning Association of Australia (FPA) Professional Practice.
Whittle & Skok Financial Services holds an Australian Financial Services Licence (No. 232591) and was one of the first firms to obtain a more stringent Managed Discretionary Account Licence, which is held by less than 10% of Australia’s financial services firms. Our licence details can be verified here.
Our senior advisers have attained the internationally recognised designation of Certified Financial Planner®, which is the highest qualification standard achievable by financial advisers in Australia.
Our senior advisers have also been individually nationally awarded by achieving a Top 50 ranking in the SmartInvestor magazine MasterClass.
The manager of our investment research and management team is a fellow of the Financial Services Institute of Australasia (Finsia).
These associations and designations are important, as they illustrate that the owners and staff are committed to maintaining their skills and knowledge at the highest level and that they must also adhere to strict industry and ethical guidelines.