Simon White

Simon White Email and Phone Number

Financial Advisor @ Archer Private Wealth
Canberra, ACT, AU
Simon White's Location
Canberra, Australian Capital Territory, Australia, Australia
Simon White's Contact Details

Simon White work email

Simon White personal email

n/a
About Simon White

Over 23 years working in the financial services industry with accounting, superannuation, investment and financial planning experience.Help clients understand their goals and give financial disclpine and guidance to help them improve their financial position and achieve their important goals.Specialties: Strategic planning adviceWealth creation and protection adviceSuperannuation including self managed superannuation fundsInvestment advice including direct sharesLife insurance and income protectionEstate planning considerations

Simon White's Current Company Details
Archer Private Wealth

Archer Private Wealth

View
Financial Advisor
Canberra, ACT, AU
Website:
archerprivatewealth.com.au
Employees:
15
Simon White Work Experience Details
  • Archer Private Wealth
    Financial Advisor
    Archer Private Wealth
    Canberra, Act, Au
    View
  • Stw Financial Services
    Principal
    Stw Financial Services Feb 2011 - Present
    Cooma
    Senior Financial Advisor
  • Hillross/ Rabo Finnacial Advisors/ Boyce
    Senior Financial Advisor
    Hillross/ Rabo Finnacial Advisors/ Boyce Sep 2000 - Jan 2011
    Cooma
  • Nsp / Buck Consultants
    Financial Adviser/Manager - Fund Accountnat
    Nsp / Buck Consultants 1994 - Sep 2000
    Sydney
  • State Street
    Superannuation/ Investment Fund Accountant
    State Street 1993 - 1994
    Sydney, Australia
    View
  • Kpmg
    Senior Accountant
    Kpmg 1990 - 1993
    Sydney, Australia
    View

Simon White Skills

Financial Advisory Superannuation Investments Financial Planning Strategic Financial Planning Wealth Financial Services Estate Planning Income Protection Retirement Planning Smsf Wealth Management Investment Strategies Retirement Wealth Accumulation Pensions Wealth Management Services Life Insurance Investment Advisory

Simon White Education Details

Frequently Asked Questions about Simon White

What company does Simon White work for?

Simon White works for Archer Private Wealth

What is Simon White's role at the current company?

Simon White's current role is Financial Advisor.

What is Simon White's email address?

Simon White's email address is si****@****.com.au

What schools did Simon White attend?

Simon White attended Financial Planning Association Of Australia, Institute Of Chartered Accountants In Australia, University Of Wollongong.

What are some of Simon White's interests?

Simon White has interest in Snow Skiing, Time With Family And Holidays, Squash, Keeping Fit, Gym.

What skills is Simon White known for?

Simon White has skills like Financial Advisory, Superannuation, Investments, Financial Planning, Strategic Financial Planning, Wealth, Financial Services, Estate Planning, Income Protection, Retirement Planning, Smsf, Wealth Management.

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