Business Services

Find out more about the range of business services we provide. Click here . . .

Financial Services

Find out what finance options are available at WHK. Click here . . .

Business Success

To learn more about how to achieve more success in your business click here...

Your WHK Financial Services Financial Planner

Your WHK Financial Services financial planner is a representative of Investor Financial Planning Pty Ltd ABN 51 060 092 631, an Australian Financial Services Licensee Number 238244.  Each of our member practice is an individual practice in its own right and has met a stringent set of criteria before being accepted into our network.  WHK Financial Services is a registered trading name of Investor Financial Planning Pty Ltd ABN 51 060 192 631, with the Corporate office located at Level 6, 616 St Kilda Road, Melbourne Victoria 3004

WHK Financial Services provides our advisors with the infrastructure to service you, including software, research on managed funds and other products, ongoing professional education, legal and compliance services and more.

As a WHK Financial Services client, you have access to:

  • Comprehensive financial planning services.
  • An extensive network of professional advisors for clients throughout Australia.
  • A reputable and compliant provider of financial services.
  • A high level of service and a commitment to your lifestyle and financial goals.

Our advisors have committed to:

  • Providing their clients with a full time and committed financial planning resource
  • Ongoing professional development at Professional Development Days and the Annual Conference. These are training sessions that ensure your advisor complies with RG146 and FSRA requirements as required by law.
  • Provide their clients with a range of financial planning services, including brokerage, insurance, research, planning and more.

WHK Financial Services advisors strive to provide innovative and effective plans that fit in with their clients’ financial goals and risk profile. Our advisors seek to provide alternatives and ensure their clients are educated and comfortable with the recommendations made.

As a client of a WHK Financial Services advisor, you are part of a committed and innovative network of leading planners around Australia. We are a transparent company and are proud of our track record and reputation.