Financial Adviser · SYDNEY, NSW

Peter White

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006268

Peter White is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Peter is currently authorised under Independent Financial Advisers Australia Pty Ltd. Peter 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 Master of Applied Finance from Charles Sturt University. Peter is a member of Certified Independent Financial Advisers Association, Financial Advice Association of Australia (FAAA), Profession of Independent Financial Advisers (PIFA) and SMSF Association.

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

2013
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Master of Applied Finance
Charles Sturt University
2023
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Commercial Law
Kaplan Professional
2024
Tax for Financial Advising
Kaplan Professional

Registration History

Feb 2023 - Jan 2025 Ceased
Dec 2019 - Jan 2023 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Oct 2012 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register