Elizabeth Lee White
Financial Adviser in Mount Sheridan, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001246113
- Location
- Mount Sheridan QLD 4868
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 23 December 2024
- First provided advice
- 2016
- Qualifications
- Introduction to Commercial Law CO1501, James Cook University (2004); Taxation 1 CO3513, James Cook University (2006); Bachelor of Commerce, James Cook University (2007); Chartered Accountants Program, ICAA (2009); Graduate Diploma of Chartered Accounting, ICAA (2009); Diploma of Financial Planning, Kaplan Professional (2016); SMSF Specialist Member Accreditation Program, SMSF Association (2024); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association; The Tax Institute
- Advice areas
- superannuation, deposit and payment products
- Restriction
- 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.
- Tax (financial) advice
- Yes
- Register status
- Current
About Elizabeth Lee White
Elizabeth Lee White is a financial adviser in Mount Sheridan, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001246113.
Elizabeth provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 23 December 2024.
The register records 2016 as the year Elizabeth first provided financial advice. The qualifications listed for Elizabeth include Introduction to Commercial Law CO1501 (James Cook University, 2004), Taxation 1 CO3513 (James Cook University, 2006) and Bachelor of Commerce (James Cook University, 2007). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), SMSF Association and The Tax Institute.
The authorisation covers advice on superannuation and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “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.”
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Questions people ask
Is Elizabeth Lee White a registered financial adviser?
Yes. Elizabeth Lee White is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001246113.
Which licensee does Elizabeth Lee White work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Elizabeth Lee White give advice on?
The register lists these advice areas: superannuation; deposit and payment products. It also records this restriction: "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."