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Peter White Financial Planning

Registration Active· ASIC Adviser 1006268Sydney, NSW
5.0
Google
1Offices
Level 57, 25 Martin Place, Sydney CBD, NSW, 2000
+61 2 9238 2246
Adviser / AFSLASIC Adviser 1006268Check ASIC's Financial Advisers Register
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CompareMyAgents Research Summary

This information is based on publicly available data and CompareMyAgents research. It does not constitute a recommendation.

  • Registration: Active · ASIC Adviser 1006268
  • Website reviewed: Website present and reviewed
  • Office location: 1 office location on record
  • Contact details: Contact information on record
  • Data source: CompareMyAgents research
  • Profile last updated: 20 August 2026

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Office locations

  • Primary office

    Level 57, 25 Martin Place

    Sydney CBD, Sydney, NSW, 2000

    +61 2 9238 2246

Compare financial advisors in Sydney.

Business overview

Peter White Financial Planning is a Sydney CBD independent advice practice (Level 57, 25 Martin Place) led by founder Peter White, a PIFA member operating under Independent Financial Advisers Australia (AFSL 464629). The firm is not aligned with any dealer group, has no licensee-imposed product range, and avoids or rebates commissions in full. Peter holds a Master of Applied Finance and brings 25 years in corporate financial services across Australia and the UK. Advice covers superannuation, retirement, SMSFs, investments, insurance, and family and other trusts, serving clients nationally and expatriates overseas.

Based on publicly available information and CompareMyAgents research. Last updated August 2026.

Best for

Sydney professionals, retirees and expatriates who want genuinely independent, conflict-free advice from an experienced single adviser.

Services & pricing

ServicePrice
Retirement planningFee for service
SuperannuationFee for service
Self-managed super (SMSF)Fee for service
Investment adviceFee for service
Personal insuranceFee for service
Trusts & estate planningFee for service

Pricing based on publicly available information. Verify directly with the consultant.

Editorial assessment

What we love

  • Genuinely independent — PIFA member with no dealer-group alignment, no restricted product range, and commissions avoided or rebated in full.

  • Experienced principal (Master of Applied Finance, 25 years) comfortable with complex work including SMSFs, trusts and expatriate affairs.

  • Central Sydney CBD location and nationwide/expat service by phone and video.

Where it falls short

  • A single-adviser practice, so capacity depends on the principal's caseload.

  • Advice is a paid, fee-for-service engagement; confirm the fee before committing.

  • New to CompareMyAgents, so it does not yet carry verified reviews on this platform.

Based on CompareMyAgents research. Independent assessment — not provided by the business.

Reviews(15)

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5.0

Google · 15 reviews

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Google reviewa month ago

I would recommend Peter if you are seeking an independent, trustworthy and professional financial advisor who is easy to talk to. I’ve learned through the process that finance is rarely about pure numbers, and you need to be able to discuss the ins and outs of life, and hopes and dreams, with your advisor. Peter is that person. I felt comfortable from the first phone call him, his advice is clear and easy to understand, and he takes the time to explain and listen. I have always felt he is a safe pair of hands. His independence is key; he analysed the right options for me and I knew he was guided only by what was important to me and best suited to my circumstances.

Emily Power

Emily Power

Google Maps

Google review10 months ago

I am extremely thankful that I decided to contact Peter when I found myself in need of advice and support. He has helped me navigate some challenging processes with calm professionalism and a confident, independent and empathetic approach that is very reassuring. He took the time to figure out what is important to me, and to offer suggestions in a meaningful context. Peter prepared a comprehensive Statement of Advice for the management of my financial affairs, in keeping with my life views and my circumstances. I have gladly accepted Peter's recommendations and am feeling confident about continuing to work with him as we act to protect my assets and maintain a comfortable and secure lifestyle. I highly recommend Peter White to anyone seeking independent financial planning services.

Mary Chastain

Mary Chastain

Google Maps

Google review2 months ago

I met with Peter after looking at a few other advisers, and he immediately struck a chord. Key stand out for me was his independence – I was not sold or offered products but rather comprehensive solutions to my financial needs. He is professional, thorough, and detail driven. I’d happily recommend him to anyone wanting clear, unbiased, well explained financial advice from someone who really takes the time to understand your situation.

John S

John S

Google Maps

Google review4 months ago

I recently engaged Peter White to provide me with some comprehensive financial advice as a new client. Over the course of a few meetings, he has helped me gain clarity about the state of my finances and where I can make improvements to reach my financial goals, all in a clear and concise manner. I find him to be professional and trustworthy and would recommend him to anyone who is looking for an independent financial advisor.

Veronica Cordeiro

Veronica Cordeiro

Google Maps

Google review4 months ago

Peter White has been guiding us financially regarding our investments and superannuation. We have gained enormously from his expertise and advice. Peter is very professional and trustworthy. He has made us feel confident regarding our long term financial plans. We would highly recommend Peter. Jeanette and Peter Miller

Jeanette Miller

Jeanette Miller

Google Maps

Frequently asked questions

CompareMyAgents Editorial

The bottom line

A well-credentialed solo practice in the heart of Sydney, Peter White FP is genuinely independent (PIFA member, no commissions or asset-based fees) and comfortable with complex situations including SMSFs, trusts and expatriate affairs. As a single-adviser firm you deal directly with the principal; confirm scope and fees at the outset, as with any adviser.

Independent editorial assessment by CompareMyAgents. Not paid for or approved by the business.

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