We believe it is important to actively participate in our community and maintain appropriate professional affiliations.
Withani Consulting and Advisory Pty Ltd is a Corporate Authorised Representative of Nextplan Financial Pty Ltd (AFSL No. 452996) and is Registered by the Tax Practitioners Board as a Tax (Financial) Advisor (Registration Number 24813566).
Withani Consulting and Advisory is a member of Commerce Ballarat.
Chris McGlinn is the Director and Principal Adviser of Withani Consulting and Advisory Pty Ltd and holds a number of formal qualifications including a Bachelor of Economics, Master of Business Administration and Diploma of Financial Services (Financial Planning).
Chris is a member (AFP®) of the Financial Planning Association of Australia. He is an an Authorised Representative of Nextplan Financial Pty Ltd (AFSL 452996); Nextplan Financial Pty Ltd holds the Australian Financial Services Licence (AFSL) under which Chris provides financial planning services.
Chris is a Specialist Member of the Self Managed Superannuation Fund Association and has been and accredited by them as a SMSF Specialist Advisor™.
The FPA and the SMSF Association have established professional standards and codes of ethics and professional conduct which must be followed. It is also a requirement for continued membership of both FPA and the SMSF Association to undertake regular and ongoing professional development and education.
Chris is an Accredited Aged Care Professional™ having completed Aged Care Steps' Accredited Aged Care Professional™ Program in 2014.
Chris is a member of the Rotary Club of Ballarat Inc.