Peter White

Financial Adviser

ASIC adviser number:
000443251
Qualifications and training:

2008, Bachelor of Business (Economics and Finance), Bachelor Degree (AQF 7), Royal Melbourne Institute Of Technology
2014, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Kaplan Higher Education Pty Limited
2017, ASX Listed Product Accreditation Course (LPAC), Other, LPAC Online
2018, Self Managed Superannuation Funds, Other, Kaplan Higher Education Pty Limited
2019, Accredited Aged Care Professional, Other, Aged Care Steps
2019, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited
2021, FPE011 Debt Strategies, Other, Kaplan Higher Education Pty Limited

When adviser first provided advice:
2013
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Level 1, 416 Mt Alexander Rd
Ascot Vale  VIC  3032
AFS licence holder name:
Charter Financial Planning Limited
AFS licence number:
000234665
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».