Noel Whittaker

Noel Whittaker has over 40 years experience in the financial services industry. He is a columnist for major Australian newspapers and a radio broadcaster. Of the 13 books Noel has written Making Money Made Simple was recently named in the top 100 of the most influential books of this century.

 
 
Category: Tax Optimisation, Superannuation and Retirement
 
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Short Bio of Speaker

Noel has over 40 years experience in the financial services industry. He is a founding director of Whittaker Macnaught Pty Ltd, and he was named Australian Investment Planner of the Year for 1988.

Noel writes weekly columns for major Australian newspapers including the Sydney Morning Herald, the 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 Good Taste, and also does weekly broadcasts on over 50 radio stations including ABC News Radio and local ABC Brisbane.

He has written 12 best selling books, and has recorded 2 bestselling Audio Cassettes and a CD-ROM. His book Making Money Made Simple was recently named in the top 100 of the most influential books of this century. It was the only money book to be so honoured.

QUALIFICATIONS Fellow of the Taxation Institute of Australia

Fellow of the Australian Institute of Management

Fellow of the Society of Certified Practicing Accountants

Certified Financial Planner

PUBLICATIONS A total of thirteen books in Australia all of which have been best sellers. These include the famous Making Money Made Simple which sold over one million copies and was voted by the Australian Booksellers Association as one of the hundred most influential books of the twenty first century.

ACHIEVEMENTS Received the Centenary Medal in 2003 for services to the Australian Financial Services Industry and in 1988 was awarded the title "Financial Planner of the Year ".

In 2003 participated with the Queensland Government and Toshiba, in a joint venture to produce a software programme to analyse business profitability.

For the last twenty three years has been a founding Director of Whittaker Macnaught, one of Australia's leading independently owned financial planning companies, with a staff of over seventy, six branches throughout Queensland and over one billion dollars under advice.

OTHER ACTIVITIES Regular broadcasts on ABC radio and weekly columns in Australian major newspapers including The Age, Sydney Morning Herald, Brisbane Courier Mail, Perth Sunday Times and Brisbane Sunday Mail.

MEMBERSHIPS

  • Royal Queensland Golf Club
  • Tattersalls Club
  • Brisbane Club
  • Polo Club

Topics

  • Retirement
  • Wealth Creation
  • Superannuation
  • Tax Strategies

Target Audience: Previous speeches include Caltex dealers, Australia Post franchise operators, Staff of Centrelink, Clients of Servcorp Serviced Offices, Pests Control industry, Chamber of Commerce, Rotary Clubs, various Money Expos, Senior Executives.

Level of Sophistication: General/Basic/Intermediate/Advanced

Noel has the ability to deliver complex topics in a simple manner

Duration of Talk (Excluding Breaks): 45 mins - 1.5 hours

List of connected topics: Business structuring

Synopsis of Presentation: Retirement: Wealth Creation: Superannuation: Tax Strategies

Who Should Attend: Talks are tailored to audience - refer list of typical audiences

How you will benefit: The attendee will learn how to create wealth and save tax

Classification: Personal/Finance: Personal/Development: Business/Finance

 
 
   
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