Elizabeth Whalley
(
Rockhampton
)
MFinPlan, GradDipFinPlan
Private Client Adviser
I guide clients with clarity and confidence, helping them make informed decisions and build long-term financial security through thoughtful planning, collaborative solutions and a genuine commitment to your goals.
Liz a relationship-focused financial adviser who partners with clients seeking long-term financial security. With expertise in financial planning, retirement and superannuation including SMSF specialty, she provides calm, structured guidance to help clients navigate complexity with confidence.
Investment Style
Liz helps clients clearly understand their options and ensures each strategy reflects their goals and comfort levels. Her steady guidance supports a wide range of clients from SMSF trustees to long-term wealth builders – who value a thoughtful, well-structured approach to navigating market cycles.
Services and Specialties
Wealth Management
Portfolio Administration
Self-Managed Super Funds
Financial Planning
Stockbroking
Retirement and Estate Planning
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Diploma of Financial Planning
Graduate Diploma in Financial Planning
Master of Financial Planning
Associations
Financial Planner AFP member of FAAA
SMSF Specialist Adviser (SSA®)
Competencies
Superannuation
Securities
Managed Investments
Generic
Financial Planning
I am employed by Forefront Capricorn Coast Pty Ltd which operates the business of Morgans Financial Limited - Rockhampton. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
I am employed by Forefront Capricorn Coast which operates the business of Morgans Financial Limited - Rockhampton. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
Preferences
Privacy is important to us, so you have the option of disabling certain types of storage that may not be necessary for the basic functioning of the website. Blocking categories may impact your experience on the website.
You're in control