PETER WHITE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University
2023 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
2024 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
Certified Independent Financial Advisers Association
Financial Advice Association of Australia (FAAA)
Profession of Independent Financial Advisers (PIFA)
SMSF Association
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.