Financial Adviser
· FRENCHS FOREST, NSW
Jason Woolford
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000274115
Jason Woolford is a financial adviser based in Frenchs Forest, New South Wales, with 25 years of experience in the financial services industry. Jason is currently authorised under Alliance Wealth Pty Ltd. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner Education Program from FPA. Jason is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Diploma of Financial Markets
Securities Institute Education
2009
Certified Financial Planner Education Program
FPA
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Diploma of Financial Planning (8 units)
FPA Australia
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register