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Peter White

Financial Planner


  • Advanced Diploma of Financial Planning

It is satisfying when you can help take away that financial burden and allow clients to fully realise their dreams.

Peter White is a financial planner with 15 years experience working in the finance industry in Australia and internationally. He holds an Advanced Diploma of Financial Planning and is dedicated to improving the financial future of his clients.

Originally from the UK and raised in the Midlands, Peter has since made his home in the Eastern Suburbs of Sydney, New South Wales. He embarked on a career as a financial planner after his experience in client service officer and client service advisor roles, complemented by knowledge of global financial trends from his extensive experience in the UK.

Peter understands that the basis of effective financial planning comes from building lasting relationships with clients and is passionate about making a difference in their lives. He believes trustworthiness and reliability are key attributes of a great financial planner.

An active tennis and soccer fan, Peter plays with local indoor soccer team and can regularly be found working out in the gym.