Optimum Financial Planning Warwick
Personalised financial strategies for a worry-free future.
Bringing financial freedom since 2012
Optimum Financial Planning is a boutique financial planning practice based in Warwick, Queensland.
Andrew Whittaker is the principal financial planner who provides tailored advice specifically specialising (but not limited to) Superannuation, Self-Managed Super Funds, Retirement Planning & Investments.
Andrew currently has a small team of professional support staff who are highly motivated in providing a high level of service and are there to implement your financial plan to achieve your financial goals.
Our existing clientele range from individuals, families and small businesses to family trusts and the like.
Services we provide
Superannuation
Retirement Planning
Self Managed
Super Funds
Family Trusts
Shares/Margin Lending
Managed Funds
Investments
Debt Management &
Cash Flow
Insurance
Andrew Whittaker
PRINCIPAL FINANCIAL PLANNER
Andrew is the principal financial planner at Optimum Financial Planning.
Andrew has worked in the financial services industry since 2008 and holds a Graduate Diploma of Financial Planning, amongst other qualifications.
Andrew specialises in Superannuation and Retirement Planning, Self-Managed Super Funds and Managed Investments. Andrew is also qualified to advise on direct shares, debt management, margin loans, family trusts, general investments, cash flow management, estate planning and insurance (Life, TPD, Trauma and income protection).
Andrew is registered with ASIC as an Authorised Representative (329677) of Australian Financial Services Licence holder Alliance Wealth Pty Ltd (AFSL 449221).
Andrew has successfully passed the compulsory FASEA exam and is bound to the FASEA code of ethics (Financial Advisers Standards and Ethics Authority).
Talk to our team
To book an appointment, please call us on
07 4661 2940 or visit us at
116 Palmerin St, Warwick QLD.