Financial Adviser · EMU PLAINS, NSW

Danielle White

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001241470

Danielle White is a financial adviser based in Emu Plains, New South Wales, with 11 years of experience in the financial services industry since 2015. Danielle is currently authorised under Akumin Financial Planning Pty Limited, operating through Akumin Financial Planning. Danielle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Danielle's qualifications include a Master of Financial Planning from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Financial Advising

University of Western Sydney

2014

Margin Lending

Kaplan Higher Education Pty Limited

2018

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2023

Master of Financial Planning

Deakin University

Registration History

Akumin Financial Planning Pty Limited

May 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

AFFINIA FINANCIAL ADVISERS PTY LTD

May 2016 - May 2023 Ceased

AON HEWITT FINANCIAL ADVICE LIMITED

Jan 2014 - Feb 2015 Ceased

Alpha Investment Management Pty Ltd

Aug 2012 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register