ELIZABETH LEE WHITE
Financial Adviser · Manunda, QLD
📚 Qualifications & Training
2004 - Introduction to Commercial Law CO1501 - Other - James Cook University
2006 - Taxation 1 CO3513 - Other - James Cook University
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - James Cook University
2009 - Chartered Accountants Program - Professional Designations - ICAA
2009 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - ICAA
2016 - Diploma of Financial Planning - - Kaplan Professional
2024 - SMSF Specialist Member Accreditation Program - Professional Designations - SMSF Association
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
The Tax Institute
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.