Financial Adviser
· COOMA, NSW
Simon Gregory White
No disciplinary history on record with ASIC
COOMA,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000397318
Currently at
Newcastle, NSW (firm address)
About Simon Gregory White
Simon Gregory White is a financial adviser based in Cooma, New South Wales, with 28 years of experience in the financial services industry since 1998. Simon is currently authorised under Archer Private Wealth. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited.
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
1990
Bachelor of Commerce (Accountancy)
The University of Wollongong
1993
Chartered Accountant
The Institute of Chartered Accountants in Australia
1999
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2000
Certified Financial Planner
Financial Planning Association of Australia Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register