Peter White Financial Planning

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

Company overview

Headquarters	25 Martin Pl, Level 57, Sydney, New South Wales 2000, AU
Phone number	+6124682166516
Website	peterwhitefp.com.au
NAICS	52
Founded	2025
Employees	1-10

Key Contact at Peter White Financial Planning

Peter White

Founder | Independent Financial Adviser

Peter White Financial Planning Email Formats

Peter White Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@peterwhitefp.com.au), used 100% of the time.

Format	Example	Percentage
{first initial}	j@peterwhitefp.com.au	100%

About Peter White Financial Planning

We are an independent financial planning practice founded in 2025, offering independent advice to a select number of clients to ensure exceptional service and availability. We stand proud as a truly independent practice, one of less than 2% in Australia. Our services cover a wide range of topics, including superannuation, retirement planning, SMSF’s, investments, tax planning, insurance, financial modelling, family and other trusts, and more. The founder, Peter White, has over 25 years of experience in financial services, working in senior roles for some leading businesses, both in Australia and the UK, including Aware Super, Jacaranda Financial Planning, and Nationwide Building Society. Peter is well-known for providing exceptional service, a diligent approach that considers the client in all aspects. By being genuine and welcoming Peter enjoys long-lasting relationships with his clients. Our typical client would be a professional, business owner or retiree. Clients are normally approaching or enjoying retirement.

Peter White Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Peter White Financial Planning has never raised funding before.

Frequently asked questions

Peter White Financial Planning is located in Sydney, New South Wales, AU.

You can reach Peter White Financial Planning at +6124682166516.

Peter White Financial Planning was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Peter White Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Peter White Financial Planning

Peter White

Founder | Independent Financial Adviser

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