Cheyne Whitford

Hales Douglass Financial Services Pty Ltd

Silver
15 Yrs Experience
Ulladulla, NSW 2539

I joined Hales Douglass in February 2020 as a Financial Planner providing holistic financial advice to new and existing clients, developing strategies and providing advice to make better financial decisions and improve their financial position.

Prior to working at Hales Douglass I worked for a leading boutique financial planning advice firm in Wollongong providing comprehensive financial planning advice to new and existing clients for over 10 years.

I have extensive experience in pre and post retirement planning, tax minimisation, maximisation of Centrelink benefits, superannuation and investment advice, UK Pensions and Aged Care.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Hales Douglass Financial Services Pty Ltd

41 Deering St
Ulladulla, NSW 2539

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Hales Douglass Financial Services Pty Ltd

AFSL 290618