Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH SYDNEY, NSW

Brendan Richard Whitehouse

NORTH SYDNEY, NSW
25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000319832
Currently at
Akumin Financial Planning
Sydney, NSW (firm address)
View firm profile

Brendan Richard Whitehouse is a financial adviser based in North Sydney, New South Wales, with 25 years of experience in the financial services industry since 2001. Brendan is currently authorised under Akumin Financial Planning. Brendan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brendan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Services (Financial Planning)
AMP Financial Services
2005
Advanced Diploma of Financial Services (Financial Planning)
AMP Financial Services
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2023
FPE020 SMSF Regulation and Taxation
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Dec 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Oracle Investment Management Pty Ltd
May 2021 - Nov 2022 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Jul 2012 - May 2021 Ceased
MORRISON CARR AUSTRALIA PTY LIMITED
Jul 2010 - Jul 2012 Ceased
JIGSAW SUPPORT SERVICES PTY LIMITED
Nov 2007 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register