Financial Adviser
· BARTON, ACT
Joshua David White
No disciplinary history on record with ASIC
BARTON,
ACT
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272800
Joshua David White is a financial adviser based in Barton, Australian Capital Territory, with 8 years of experience in the financial services industry since 2018. Joshua is currently authorised under Custodian Financial Group. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joshua's qualifications include a Bachelor of Commerce from University of Canberra.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce
University of Canberra
2018
Diploma of Financial Planning
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Joshua White is limited to providing general advice only and any personal advice must be given under the guidance and supervision of a senior financial planner. Joshua White is not authorised to provide advice in Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register