Financial Adviser · MOUNT SHERIDAN, QLD

Elizabeth Lee White

MOUNT SHERIDAN, QLD

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001246113

Currently at

Ew Smsf Advisors

Melbourne, VIC (firm address)

View firm profile

About Elizabeth Lee White

Elizabeth Lee White is a financial adviser based in Mount Sheridan, Queensland, with 10 years of experience in the financial services industry since 2016. Elizabeth is currently authorised under Capstone Financial Planning, operating through Ew Smsf Advisors. Elizabeth holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Elizabeth's qualifications include a Bachelor of Commerce from James Cook University. Elizabeth is a member of Chartered Accountants Australia and New Zealand (CA ANZ), SMSF Association and The Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Introduction to Commercial Law CO1501

James Cook University

2006

Taxation 1 CO3513

James Cook University

2007

Bachelor of Commerce

James Cook University

2009

Chartered Accountants Program

ICAA

2009

Graduate Diploma of Chartered Accounting

ICAA

2016

Diploma of Financial Planning

Kaplan Professional

2024

SMSF Specialist Member Accreditation Program

SMSF Association

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Dec 2024 - Present Current

Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Fyg Planners Pty Ltd

Dec 2022 - Dec 2024 Ceased

SMSF Specialist Adviser - Accountants Licensing. No advice on funds under management

Advice Professionals Pty Ltd

Aug 2016 - Nov 2022 Ceased

Restricted to: (i)Self Managed Superannuation Funds (SMSFs), including the establishmentorwinding up of an SMSF and starting a pension. (ii) A clients existing superannuationholdings,but limited to making a recommendation to establish a SMSF, or making contributionsto orestablishing pensions from the clients existing superannuation fund. (iii)Class ofproductadvice in relation to: superannuation products; securities; general insurance; liferiskinsurance; basic deposit products; simple managed investment schemes

Source: ASIC Financial Advisers Register