Danielle White
Financial Adviser in Emu Plains, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241470
- Location
- Emu Plains NSW 2750
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 May 2024
- First provided advice
- 2015
- Qualifications
- Bachelor of Financial Advising, University of Western Sydney (2012); Margin Lending, Kaplan Higher Education Pty Limited (2014); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2018); Master of Financial Planning, Deakin University (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Danielle White
Danielle White is a financial adviser in Emu Plains, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001241470.
Danielle provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 1 May 2024.
The register records 2015 as the year Danielle first provided financial advice. The qualifications listed for Danielle include Bachelor of Financial Advising (University of Western Sydney, 2012), Margin Lending (Kaplan Higher Education Pty Limited, 2014) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2018).
Danielle is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Danielle White a registered financial adviser?
Yes. Danielle White is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241470.
Which licensee does Danielle White work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Danielle White give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."