SIMON GREGORY WHITE
Financial Adviser · Cooma, NSW
📚 Qualifications & Training
1990 - Bachelor of Commerce (Accountancy) - Bachelor Degree (AQF 7) - The University of Wollongong
1993 - Chartered Accountant - Professional Designations - The Institute of Chartered Accountants in Australia
1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2000 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
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.