Financial Adviser
· PERTH, WA
David Lee White
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003108
David Lee White is a financial adviser based in Perth, Western Australia, with 14 years of experience in the financial services industry. David is currently authorised under Count Financial Limited. David 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. David 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
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
928S Margin Lending
Kaplan Professional
2013
Self-Managed Superannuation Funds
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education