Financial Adviser
· HOBART, TAS
David James Woolford
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000414768
David James Woolford is a financial adviser based in Hobart, Tasmania, with 15 years of experience in the financial services industry. David is currently authorised under Integrity Financial Planners 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 CFP from Professional Designations - Financial Planning Association of Australia. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor Degree
2011
Graduate Diploma
2014
CFP
Professional Designations - Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Services
Ethics - Kaplan Professional
Registration History
GPL (VIC) PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register