Patrick Sean White – Financial Adviser

Adviser identifying number: 1000694
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: SUNSUPER FINANCIAL SERVICES PTY LTD
Licence number: 227867
Licensee’s ABN: 50087154818
Licence controlled by: SUNSUPER PTY. LTD.

The date the Financial Adviser commenced the appointment: 17/09/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUNSUPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 227867
Authorised Representative’s ABN: 50087154818

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certified Financial Planner – Financial Planning Association of Australia Limited
  • Diploma of Financial Planning – Deakin University / Financial Planning Association of Australia Limited
  • Masters of Business Administration – Deakin University

Relevant memberships of professional bodies or industry associations:

  • Association of Superannuation Funds Australia (ASFA)
  • Australian Institute of Superannuation Trustees (AIST)
  • Financial Planning Association of Australia (FPA)

Patrick Sean White is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation