Financial Spectrum

Whitney Cao,
Paraplanner

Whitney’s a key part of the team who manages the research and analysis that informs our clients’ financial strategies.  She also oversees the implementation of these strategies, ensuring it’s a seamless experience for our clients.

Whitney was drawn to Financial Spectrum as she finds it rewarding helping people achieve the life they dream of.  She holds a Bachelor of Commerce majoring in Accounting, a Bachelor of Arts majoring in Japanese, and a Diploma of Financial Planning.  Outside the office, Whitney is a keen foodie who enjoys experimenting in the kitchen and exploring new places to eat.

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