Jeffrey William McKenzie White
Financial Adviser in Springfield Central, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000442151
- Location
- Springfield Central QLD 4300
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 July 2013
- First provided advice
- 2012
- Qualifications
- Diploma in Financial Planning, RG146 Training Australia (2012); Margin Lending Accreditation Program, Deakin Prime (2014)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeffrey William McKenzie White
On the Financial Advisers Register kept by ASIC, Jeffrey William McKenzie White appears as a current financial adviser in Springfield Central, Queensland, adviser number 000442151.
The licensee Jeffrey advises under is Morgans Financial Limited (AFS licence 235410). The current authorisation started on 10 July 2013.
According to the register, Jeffrey first provided financial advice in 2012. Qualifications and training on file include Diploma in Financial Planning (RG146 Training Australia, 2012) and Margin Lending Accreditation Program (Deakin Prime, 2014). Jeffrey is recorded as a member of Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice 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 Jeffrey William McKenzie White a registered financial adviser?
Yes. Jeffrey William McKenzie White is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000442151.
Which licensee does Jeffrey William McKenzie White work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Jeffrey William McKenzie 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; standard margin lending; managed discretionary account services.