Financial Adviser · SYDNEY, NSW

Denise Jeanne Woodward

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001269696

Denise Jeanne Woodward is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Denise is currently authorised under Akumin Financial Planning Pty Limited. Denise 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jan 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Feb 2023 - Jun 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jan 2020 - Aug 2022 Ceased
Nov 2018 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register