Simon Gregory White
Financial Adviser in Cooma, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000397318
- Location
- Cooma NSW 2630
- Licensee
- Archer Private Wealth Pty Ltd (AFSL 553554)
- Authorised since
- 2 December 2024
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce (Accountancy), The University of Wollongong (1990); Chartered Accountant, The Institute of Chartered Accountants in Australia (1993); Diploma of Financial Planning, Financial Planning Association of Australia Limited (1999); Certified Financial Planner, Financial Planning Association of Australia Limited (2000)
- 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, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Gregory White
Simon Gregory White is a financial adviser in Cooma, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000397318.
Simon provides advice as an authorised representative of Archer Private Wealth Pty Ltd, which holds Australian financial services licence 553554. The current authorisation started on 2 December 2024.
According to the register, Simon first provided financial advice in 1998. The qualifications listed for Simon include Bachelor of Commerce (Accountancy) (The University of Wollongong, 1990), Chartered Accountant (The Institute of Chartered Accountants in Australia, 1993) and Diploma of Financial Planning (Financial Planning Association of Australia Limited, 1999).
Simon is authorised to advise 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 Simon Gregory White a registered financial adviser?
Yes. Simon Gregory White is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000397318.
Which licensee does Simon Gregory White work under?
Archer Private Wealth Pty Ltd, Australian financial services licence 553554.
What can Simon Gregory 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; managed discretionary account services.