Philip Michael White
Financial Adviser in Concord, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003243
- Location
- Concord NSW 2137
- Licensee
- Generate Wealth Financial Services Pty Ltd (AFSL 549198)
- Authorised since
- 24 August 2023
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Securities Institute of Australia (2005); Advanced Diploma of Financial Services (Financial Planning), Three Sixty Financial Planning (2006); Self Managed Superannuation Fund, Kaplan Professional (2008); Certified Financial Planner, Financial Planning Association of Australia (2009); Margin Lending and Geared Investments, Kaplan Professional (2010)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Philip Michael White
Philip Michael White is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Concord, New South Wales (adviser number 001003243).
Philip provides advice as an authorised representative of Generate Wealth Financial Services Pty Ltd, which holds Australian financial services licence 549198. The current authorisation started on 24 August 2023.
According to the register, Philip first provided financial advice in 2006. The qualifications listed for Philip include Diploma of Financial Services (Financial Planning) (Securities Institute of Australia, 2005), Advanced Diploma of Financial Services (Financial Planning) (Three Sixty Financial Planning, 2006) and Self Managed Superannuation Fund (Kaplan Professional, 2008). Philip is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Philip Michael White a registered financial adviser?
Yes. Philip Michael White is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003243.
Which licensee does Philip Michael White work under?
Generate Wealth Financial Services Pty Ltd, Australian financial services licence 549198.
What can Philip Michael 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.