Financial Adviser · BALLARAT CENTRAL, VIC

Nathan White

BALLARAT CENTRAL, VIC
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004051
Currently at
Ballarat, VIC (firm address)

Nathan White is a financial adviser based in Ballarat Central, Victoria, with 13 years of experience in the financial services industry since 2013. Nathan is currently authorised under Sterling Group Vic, operating through Sterling Financial. Nathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nathan's qualifications include a Master of Business Administration (Finance) from Australian Institute of Business. Nathan is a member of SMSF Association.

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

2008
Advanced Diploma of Business Management
University of Ballarat
2012
Diploma of Financial Services (Financial Planning)
Kaplan
2014
Advanced Diploma of Financial Planning
Kaplan
2017
Master of Business Administration (Finance)
Australian Institute of Business
2021
Graduate Diploma of Financial Planning
Kaplan

Registration History

Jun 2026 - Present Current
Feb 2021 - Jun 2026 Ceased
Aug 2019 - Jan 2021 Ceased
Jun 2019 - Jan 2021 Ceased
ELDERS FINANCIAL PLANNING PTY LTD
Apr 2017 - Sep 2018 Ceased
Government Debentures, Stocks or Bonds - Class of product only
Jul 2013 - Apr 2017 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register