Financial Adviser · ASCOT VALE, VIC

Peter Daniel White

13 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000443251

Peter Daniel White is a financial adviser based in Ascot Vale, Victoria, with 13 years of experience in the financial services industry. Peter is currently authorised under Charter Financial Planning Limited. 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 Bachelor of Business (Economics and Finance) from Royal Melbourne Institute Of Technology. Peter 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 Derivatives 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

2008

Bachelor of Business (Economics and Finance)

Royal Melbourne Institute Of Technology

2014

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2018

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2019

Accredited Aged Care Professional

Aged Care Steps

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2021

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

May 2025 - Present Current

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

First Financial Pty Ltd

Nov 2024 - May 2025 Ceased

Akambo Pty Ltd

Sep 2023 - Nov 2024 Ceased

Charter Financial Planning Limited

Jun 2016 - Aug 2023 Ceased

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

Bentleys Wealth (Victoria) Pty Ltd

Sep 2014 - Oct 2016 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Jul 2013 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register