PATRICK SEAN WHITE
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2003 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
2003 - CFP Certification 1-4 Program - Other - Financial Advice Association of Australia Limited
2003 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2009 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.