Financial Adviser
· THORNTON, NSW
David William Woodcock
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247555
David William Woodcock is a financial adviser based in Thornton, New South Wales, with 10 years of experience in the financial services industry. David is currently authorised under Alliance Wealth Pty Ltd. David 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 Bachelor of Commerce from University of Newcastle. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
University of Newcastle
2010
Graduate Diploma of Chartered Accounting
Institute of Chartered Accountants in Australia
2016
Accountants SMSF Package
Kaplan Professional
2016
Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
Registration History
Financial Product Advice is limited to SMSF's with regards to the establishment, structuring, retention or termination of an SMSF.
Source: ASIC Financial Advisers Register