Summary

I completed a Bachelor of Commerce in 1980 at UWA. I became a Chartered Accountant back in 1983 and have been a superannuation and estate planning specialist since 1984, where I ran the SMSF division of Ernst and Whinney (now EY). That role also saw me work closely in investing in shares, bonds and the first managed funds in Australia. After leaving EY in 1987 I founded Whiting’s Chartered Accountants and Whiting’s Financial Services based on providing specialist tax, SMSF and business advice. I obtained a Securities Dealers Licence in 1994. After the partnership was dissolved in 2003, I established Utopia Financial Services Group which continued to provide tax, SMSF and business advice to which I added mortgage broking advice. When I am not working, I am a hockey tragic and I play for Hale Hockey Club (nickname Sea Gull) and have represented WA in Masters many times. A highlight was my gold medal in 2017 for top goal scorer in Australian Over 55s. I love to travel and enjoy good restaurants and a night at the movies.