Steven Smith

I have been a financial adviser with Whittaker Macnaught since 2011; however, I first started advising in the financial services industry in 1998, and have developed a wealth of experience that I draw on to assist my clients and their families.

Trent Allen

I joined Whittaker Macnaught in 2007 and have been involved in the financial services industry for over 10 years.

Being able to help my clients identify their financial goals and then provide them with options and opportunities, whatever stage of life they’re in, gives me great satisfaction.

I have expertise in direct share investment, self managed super funds, retirement income streams, Centrelink structuring and navigating the world of Aged Care.

I’ve been a financial adviser with Whittaker Macnaught since 2002 and my financial services experience dates back to 1984. As well as providing full financial advice around Superannuation, Investments & Insurance, I am also a Specialist Aged Care Adviser. I really enjoy working with my clients to find the best financial strategy for their personal circumstances.

Gerard Lillis

I have been a financial adviser with Whittaker Macnaught since 2001 and have been providing financial advice since 1999. I have been in the financial services industry since 1982.

Ultimately for me, financial advice is about helping my clients to secure a sense of achievement and peace of mind by improving their financial situation, using the resources they have at their disposal and strategies which are relevant to their degree of understanding and comfort.

Brad Monk

I have been a financial adviser with Whittaker Macnaught since 2004. My career in financial services began in 1997 and I have experience in wealth creation, superannuation, aged care and Centrelink issues.

I specialise in providing financial advice to people who have family members moving into aged care facilities. Aged care is a complicated area and is compounded by the emotional impacts during this important time. I have frequented many aged care facilities and understand the importance of getting prompt and accurate information to help with the decision making process.

Also helping people identify their financial goals and creating an affordable investment plan for them is very rewarding – especially because this process is based on trust and mutual respect. I enjoy being part of my clients’ financial planning solutions and continuing to support them throughout the long term strategy.

Peter Mill

I have been a financial adviser with Whittaker Macnaught since 2001. I have been providing advice since 2000 and have been in the financial services industry since 1970.

I have a passion for helping people, particularly in understanding their financial goals and being able to assist in achieving them.

Kathryn Ryan

I have been a financial adviser with Whittaker Macnaught since 2010 and have been in the financial services industry since 1998. I became a financial adviser in 2004.

I believe that a sound financial plan that is implemented and reviewed regularly provides clients with a greater chance of success in attaining their personal and financial goals throughout their lives. As an adviser there is nothing more satisfying than to develop a good working relationship with my clients and to watch them reach their goals.