Graham White
Financial Adviser in Melbourne, Victoria, Australia
Review Graham White
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000294491
- Location
- Melbourne VIC 3000
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 21 December 2018
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Accountancy), RMIT (1992); Diploma of Financial Services, FEEST Financial Training Pty Ltd (2005); Self Managed Superannuation Funds, Kaplan Professional (2011)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Graham White
Graham White is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000294491.
The licensee Graham advises under is Nextplan Financial Pty Ltd (AFS licence 452996). The current authorisation started on 21 December 2018.
According to the register, Graham first provided financial advice in 2005. The qualifications listed for Graham include Bachelor of Business (Accountancy) (RMIT, 1992), Diploma of Financial Services (FEEST Financial Training Pty Ltd, 2005) and Self Managed Superannuation Funds (Kaplan Professional, 2011).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Graham White here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Graham White a registered financial adviser?
Yes. Graham White is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000294491.
Which licensee does Graham White work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can Graham 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.