Peter Daniel White
Financial Adviser in Ascot Vale, Victoria, Australia
Review Peter Daniel 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 number000443251
- Location
- Ascot Vale VIC 3032
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 8 May 2025
- First provided advice
- 2013
- Qualifications
- Bachelor of Business (Economics and Finance), Royal Melbourne Institute Of Technology (2008); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2018); Accredited Aged Care Professional, Aged Care Steps (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); FPE011 Debt Strategies, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- 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 Peter Daniel White
Peter Daniel White is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ascot Vale, Victoria (adviser number 000443251).
The licensee Peter advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 8 May 2025.
According to the register, Peter first provided financial advice in 2013. Qualifications and training on file include Bachelor of Business (Economics and Finance) (Royal Melbourne Institute Of Technology, 2008), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014) and ASX Listed Product Accreditation Course (LPAC) (LPAC Online, 2017). Peter is recorded as a member of Financial Advice Association of Australia (FAAA).
Peter is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Peter Daniel White here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Peter Daniel White a registered financial adviser?
Yes. Peter Daniel White is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000443251.
Which licensee does Peter Daniel White work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Peter Daniel 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; derivatives. 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."