About Peter White Financial Planning

Peter White Financial Planning is an independent financial planning practice in Sydney, NSW, specialising in retirement planning for professionals, small business owners, and retirees. Principal adviser Peter White holds a Master of Applied Finance and over 25 years of experience in financial services, including 14 years as a Senior Financial Adviser. Peter is a practicing member of the Profession of Independent Financial Advisers, CIFAA, and the Financial Advice Association.

Our Team

Peter White

Founder and Principal Financial Adviser

SMSF SpecialistAFP (Associate Financial Planner)

Peter White is the founder and principal of Peter White Financial Planning, bringing over 25 years of experience in corporate financial services across Australia and the UK. As one of less than 2% of financial advisers in Australia who can call themselves truly independent, Peter established his practice to provide unconflicted and unbiased financial advice. He holds SMSF Specialist credentials and is an Associate Financial Planner, specializing in retirement planning, superannuation, and independent investment advice. Peter is committed to providing high-quality, personalized service to a select number of clients, ensuring availability and deep care for each client's unique financial journey.

Credentials & Verification

Financial Advice Association Australia (FAAA)

Member

Authorised Representative of Independent Financial Advisers Australia

AFSL 464629

SMSF Specialist Adviser (SMSF Association)

Specialist Adviser

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ASIC Registered Financial Adviser

New credential

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Master of Applied Finance

Peter White Financial Planning

Profession of Independent Financial Advisers (PIFA)

Practising Member

Certified Independent Financial Advisers Association (CIFAA)

Peter White Financial Planning

About Peter White Financial Planning

Our Team

Credentials & Verification

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