Qualifications
& Memberships
- Certified Financial Planner
- Diploma of Financial Planning
- Chartered Accountant
- Bachelor of Commerce (major in Accounting)
- Cancer Council Pro-Bono advice
Areas of
Expertise
Insurance
Investments
Self Managed Super Fund
Superannuation
Wealth Creation
We believe in a trusted relationship with clients to keep them on track with strategic direction and financial discipline.
We work with clients to develop practical strategies in an easy to understand format that helps them achieve their financial freedom.
Our fundamental objectives are to build, manage and protect wealth and provide tailored advice based on individual needs.
We see our value through a partnership with clients in offering expertise, education, a sounding board, avoiding pitfalls in decision making, making sound investment decisions and being there in good and bad times.
Meet our team
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Simon White
Principal
I specialise in individual, family and small business financial planning needs. I…
Tracy White
Paraplanner/Client Service
I produce statement of advice and record of advice documents as well as overseeing…
I produce statement of advice and record of advice documents as well as overseeing the implementation of all advice. I handle and process all our client administrative enquiries and provide quality and value-added support to the adviser. My idea of financial freedom is having time: to enjoy the little things; to sit back and relax; to spend quality time with friends and family; and to travel near and far.
Media
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