Financial Adviser · HORNSBY, NSW

Stephen White

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000463436

Stephen White is a financial adviser based in Hornsby, New South Wales, with 12 years of experience in the financial services industry. Stephen is currently authorised under Infocus Securities Australia Pty Ltd. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Applied Finance from Macquarie University. Stephen is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1996
Masters of Applied Finance
Macquarie University
2014
Diploma of Financial Planning
International Institute of Technology
2015
Advanced Diploma of Financial Planning
Kaplan
2019
Master of Financial Planning
Kaplan Professional
2024
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Jan 2019 - Present Current
Aug 2014 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register