Financial Adviser · BRISBANE, QLD

David Scott Woolley

BRISBANE, QLD
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000426618
Licensee
Brisbane, QLD (licence address on ASIC register)

About David Scott Woolley

David Scott Woolley is a financial adviser based in Brisbane, Queensland, with 14 years of experience in the financial services industry since 2012. David is currently authorised under BDO Private Wealth Advisers. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce from University Of Queensland. David is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1993
Introducing the Law
University of Queensland
1994
Income Tax Law
University Of Queensland
1995
Bachelor of Commerce
University Of Queensland
2001
Graduate Diploma in Applied Finance and Investment
Securities Institute Education
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Self Managed Superannuation Funds
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education

Registration History

May 2016 - Present Current
SUNCORP FINANCIAL SERVICES PTY LTD
Aug 2012 - May 2016 Ceased

Source: ASIC Financial Advisers Register