COMPANY BACKGROUND
In 1982 Noel Whittaker and Cheryl Macnaught established Whittaker Macnaught with a clear vision: to provide sound financial advice for ordinary Australians.
Today, Whittaker Macnaught has grown into one of Australia's largest financial planning practices, with over 70 staff and 6 offices from the Gold Coast to Mackay.
Since 1982 over 20,000 Australians, from Thursday Island to Perth have trusted the team at Whittaker Macnaught to handle their financial affairs. That's not something we take lightly. Our approach has been built around providing professional financial advice with a personal service offered by a dedicated group of financial advisers and staff.
In January 2007, Whittaker Macnaught was purchased by St Andrew's Australia, the wealth and insurance arm of HBOS Australia. St Andrew's is a wholly owned subsidiary of HBOS Australia (HBOSA), which in turn is part of the HBOS Group plc, one of the world's largest financial planning institutions. Becoming part of a global organisation opens a host of new opportunities for our organisation, giving our clients access to a broader range of products. This new phase is an exciting new chapter in the Whittaker Macnaught story. Noel and Cheryl continue to be actively involved with the business on a daily basis with their focus remaining firmly on assisting their clients to achieve their financial goals.
While the business has grown and evolved over the years, it has never lost sight of where it began - helping ordinary Australians make extraordinary choices.
Whittaker Macnaught is an Australian Financial Services Licensee and a Principal Member of the Financial Planning Association of Australia Limited.
Executive Directors
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Noel Whittaker
An apt description for Noel Whittaker might be multi-skilled. With over 45 years experience in the financial services industry, Noel is a co-founder of Whittaker Macnaught – one of Australia's leading financial advisory companies with nearly two billion dollars under management.
Noel reaches over six million Australians each week through his columns in major Australian newspapers such as the Sydney Morning Herald, Brisbane Sunday Mail, the Melbourne Age, the Brisbane Courier Mail and the Perth Sunday Times. He is a regular contributor to magazines such as Australian Doctor, and also does weekly broadcasts on over 50 radio stations. He has written 13 best selling books, and has recorded 2 bestselling Audio Cassettes and a CD-ROM. His book “Making Money Made Simple” was named in the top 100 of the most influential books of the last century. It was the only money book to be so honoured.
His background in finance included 10 years with Westpac where he specialised in international banking, three years in a law office, two years as chief accountant for a listed property company, and two years with Beneficial Finance where he was responsible for their joint venture development projects.
Noel was named Australian Investment Planner of the Year for 1988 and, in April 2003, was awarded the Australian Centenary medal in recognition of his services to the financial services industry. He is a Fellow of the Society of Certified Practicing Accountants, a Fellow of the Taxation Institute, a Certified Financial Planner, and a Fellow of the Australian Institute of Management.
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Cheryl Macnaught
Cheryl Macnaught is co-founder of Whittaker Macnaught - one of Australia's leading financial advisory companies with nearly two billion dollars under management. Cheryl has practised as an investment consultant and financial adviser in Brisbane for over twenty-five years.
Cheryl regularly appears on finance programmes for both ABC and 4BC radio stations, writes newspaper and magazine articles, and is in demand on television as a finance commentator. She has always been fully committed to promoting education on money management.
Cheryl is a Certified Financial Planner, a Fellow of the Institute of Company Directors, a Fellow of the Australian Institute of Management and a member of the Taxation Institute. Cheryl is actively involved in community affairs, being a member of and serving on the boards of various professional, community and government associations including Queensland Rail, the State Library of Queensland and the State Library Foundation boards.
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