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 5 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 October 2008, Whittaker Macnaught, as part of the St Andrew’s Australia group, was acquired by Commonwealth Bank of Australia ABN 123 123 124 (“CBA”).

Becoming part of a much larger organisation opens a host of new opportunities for us, giving our clients access to a broader range of products and services. This new phase is an exciting new chapter in the Whittaker Macnaught story. Cheryl Macnaught retired from the business in 2009, but Noel continues to be actively involved with the business on a daily basis with his focus remaining firmly on helping Whittaker Macnaught 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.

Director

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.