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Jeff Whitton

Principal Financial Planner

Authorised Representative No. 253578 0288525757 jeff@jwhitton.com.au
Download Jeff Whitton's adviser profile

Qualifications

  • Diploma of Financial Services (Financial Planning)

After leaving PNG in 1986 and migrating to Sydney I was recruited by AMP and started my practice and a career in the financial services industry.

Initially, the change was challenging after coming from the fishing and diving industries but I was used to challenges due to the ones that these industries threw at me and having been born in Lae, PNG.

Qualities

I find that I can relate to just about everybody. This must have been a trait from the PNG upbringing where there were no class distinctions and we had a beer with the plumber and accountant.

I treat all clients the same irrespective if they earn $50,000 or $500,000. At the end of the day they are all talking to me about their families, creating personal wealth, retirement and estate protection.

Being in business for the last 29 years provides me with an understanding of how small business operates so I can provide advice and solutions to their revenue and capital protection.

My primary aim is to provide our valued clients quality advice and treat them with respect.

Experience skill set

29 years in the financial services industry providing advice in the following areas:

  • Family and estate protection advice
  • Superannuation accumulation and retirement planning
  • Investment advice
  • Business succession, debt guarantee and key person advice

Interests

Involved in the Rural Fire Service for 22 years as a fire fighter, Deputy Captain and President of the Brigade Fishing of course, diving, golf, travel and helping out my family and mates with whatever.

Our People

  • Ivan Bakin
  • Jeff Whitton
  • Roxanne Swan
  • Michelle Moussa

Get in touch

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About Us

We recognise the importance of safe guarding your financial wellbeing as well as your physical wellbeing. Everybody has different needs and ... Read more

Our Services

Welcome to Concept Wealth Solutions.  We are a privately owned Financial Planning group providing Comprehensive Financial Advice to Private and ... Read more

Meet Our Team

We have an experienced team of financial advisers/staff to ensure that the impact on your day-to-day life is minimal. Our staff chase up the banks, ... Read more

Our Location

Nexus Building, Suite 510
4 Columbia Court
Baulkham Hills, NSW 2153

02 8852 5711info@conceptwealth.com.au

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Concept Wealth Solutions Pty Ltd
ABN 23 128 089 672
Authorised Representative No. 320225
PO BOX 168
The Entrance North , NSW, 2261

Alliance Wealth Pty Ltd
ABN 93 161 647 007
AFSL 449221
Level 9, 10 Bridge St
Sydney, NSW, 2000