Financial Adviser
· CONCORD, NSW
Philip Michael White
No disciplinary history on record with ASIC
CONCORD,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003243
About Philip Michael White
Philip Michael White is a financial adviser based in Concord, New South Wales, with 20 years of experience in the financial services industry since 2006. Philip is currently authorised under Generate Wealth Financial Services, operating through Generate Wealth Holdings. Philip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Philip's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Philip is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Securities Institute of Australia
2006
Advanced Diploma of Financial Services (Financial Planning)
Three Sixty Financial Planning
2008
Self Managed Superannuation Fund
Kaplan Professional
2009
Certified Financial Planner
Financial Planning Association of Australia
2010
Margin Lending and Geared Investments
Kaplan Professional