Jeff White
Financial Adviser
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About
Jeffrey White is an ASIC-registered financial adviser based in Springfield Central, QLD, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Diploma in Financial Planning from RG146 Training Australia (2012) and a Margin Lending Accreditation from Deakin Prime (2014), Jeffrey possesses a strong foundation of knowledge and expertise. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Jeffrey adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. This includes superannuation advice, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities. Jeffrey offers a holistic approach to financial planning, providing guidance and support across various aspects of your financial life: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning Ready to take control of your financial future? Contact Jeffrey White today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jeffrey White offer?
Jeffrey White provides advice on a range of financial products including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He can help you create a comprehensive financial plan tailored to your individual needs and goals.
What are Jeffrey White's qualifications and experience?
Jeffrey White holds a Diploma in Financial Planning from RG146 Training Australia and a Margin Lending Accreditation from Deakin Prime. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA), reflecting his commitment to professional standards.
What can I expect during my first meeting with Jeffrey White?
During your initial consultation, Jeffrey will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps in the financial planning process.
How does Jeffrey White stay up-to-date with changes in the financial industry?
As a member of the Stockbrokers and Investment Advisers Association (SIAA), Jeffrey White is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and stays informed about the latest regulatory changes to ensure he provides the most relevant and up-to-date advice.
What is the process for becoming a client of Jeffrey White?
The first step is to schedule an initial consultation. During this meeting, you will discuss your financial needs and goals. If you decide to proceed, Jeffrey will develop a personalized financial plan and work with you to implement it. Regular reviews will ensure your plan remains aligned with your evolving circumstances.
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