Cutting to the chase
“Simplicity is the ultimate sophistication”
LEONARDO DA VINCI
In a complex Banking, Accounting and Financial Services world, one filled with an enormous number of product and platform choices, Whitehaven Private Portfolios has evolved to allow their clients choice.
Understanding the needs of clients and working with Financial Advisers and Accountants has placed Whitehaven in a unique position to simplify the processes and complexity traditionally involved in managing finances by combining various reporting systems.
Whitehaven is based in Brisbane and Melbourne, with their Advisers servicing clients throughout Australia.
In 2016, Whitehaven partnered with MWL Financial Group to offer their clients additional financial services to help them realise their financial goals.
Meet the Directors
B Bus, CA, F Fin
Brendon Alford is an investment specialist whose judgment is sought after in the industry because of the depth and diversity of his experience. He has worked in the Accounting and Investment sector since 1997 and boasts qualifications in Business, Applied Finance and Chartered Accountancy.
In May 2008, Brendon helped establish Whitehaven Private Portfolios. As Director and Portfolio Manager, he spends most of his day overseeing the investment and administrative activities of clients’ portfolios. Because of his background as a Chartered Accountant, his unique ‘after-tax performance’ view to investment operation sets Whitehaven apart.
B Ec, BA, F Fin
Dominic has enjoyed a successful career within the Financial Services sector for almost 20 years. His prior experience includes roles within the ANZ Banking Group, Credit Suisse in London and Westwood Group. In his current role, Dominic’s broad qualifications and experience enable valuable insight in formulating integrated strategies for clients across a range of disciplines.
Jon commenced in the Financial Services Industry in 1992 and has extensive experience across Financial Planning and Accounting sectors. His diverse background extends from Corporate Management roles within public companies to establishing start up businesses. Jon is a Founding Partner of MWL Financial Group and heads up Operations, Strategy, Mergers and Acquisitions.
Nicholas, a former State Manager for Norwich Union, commenced in the industry in 1987 in senior management roles including AIG Australia. He is a founding partner and is responsible for the Group’s distribution channels.
His corporate background and industry relationships enables the company to provide expert advice and resources to all our clients.