David Lee White
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003108
- Location
- Perth WA 6000
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 28 March 2024
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); 928S Margin Lending, Kaplan Professional (2013); Self-Managed Superannuation Funds, Kaplan Professional (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Lee White
David Lee White is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001003108.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 28 March 2024.
According to the register, David first provided financial advice in 2012. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), 928S Margin Lending (Kaplan Professional, 2013) and Self-Managed Superannuation Funds (Kaplan Professional, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David 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.
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Questions people ask
Is David Lee White a registered financial adviser?
Yes. David Lee White is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003108.
Which licensee does David Lee White work under?
Count Financial Limited, Australian financial services licence 227232.
What can David Lee 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.