Financial Adviser
· SPRINGFIELD CENTRAL, QLD
Jeffrey William Mckenzie White
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000442151
Jeffrey William Mckenzie White is a financial adviser based in Springfield Central, Queensland, with 14 years of experience in the financial services industry. Jeffrey is currently authorised under Morgans Financial Limited. Jeffrey 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 Diploma in Financial Planning from RG146 Training Australia. Jeffrey is a member of Stockbrokers and Investment Advisers Association (SIAA).
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
2012
Diploma in Financial Planning
RG146 Training Australia
2014
Margin Lending Accreditation Program
Deakin Prime