DANIEL CHARLES LEO WHITE
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland
2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia Ltd
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia
2016 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd
2019 - FPC002B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.