Daniel White
Financial Adviser
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About
Daniel White is an ASIC-registered financial adviser based in Sydney, NSW, committed to helping clients achieve their financial goals with tailored advice and strategies. Daniel holds a Bachelor of Business and a Bachelor of Science in Information Technology from the University of Technology Sydney (2021), complemented by a Graduate Diploma in Financial Planning (2024), also from UTS. This strong academic foundation equips him with the knowledge and skills to provide comprehensive financial advice. As an authorised financial adviser, Daniel can provide advice on a wide range of financial products and strategies, including superannuation, insurance, wealth management, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Daniel today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Daniel White provide?
Daniel White is authorised to provide advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Daniel White have?
Daniel holds a Bachelor of Business, a Bachelor of Science in Information Technology, and a Graduate Diploma in Financial Planning, all from the University of Technology Sydney.
How can Daniel White help me with my retirement planning?
Daniel can help you develop a comprehensive retirement plan tailored to your individual circumstances, taking into account your income needs, risk tolerance, and investment preferences. He can provide advice on superannuation strategies, investment options, and strategies for generating income in retirement.
What is the process for working with Daniel White?
The process typically begins with an initial consultation to understand your financial goals and current situation. Daniel will then develop a personalised financial plan based on your needs, which will be presented and discussed with you. Ongoing support and regular reviews are provided to ensure your plan remains aligned with your goals.
What should I expect when I meet with Daniel White for the first time?
During your first meeting with Daniel, you can expect a friendly and professional discussion about your financial goals, current financial situation, and any concerns you may have. Daniel will take the time to understand your needs and explain how he can help you achieve your financial aspirations.
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