Financial Adviser
· FRANKSTON SOUTH, VIC
George Woolford
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000414215
George Woolford is a financial adviser based in Frankston South, Victoria, with 13 years of experience in the financial services industry. George is currently authorised under Lifespan Financial Planning Pty Ltd. George 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 Deakin University.
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
2014
Diploma of Financial Planning
Monach Institute
2016
Advanced Diploma of Financial Planning
Monach Institute
2017
Graduate Certificate in Applied Finance
Kaplan
2019
Ethics and Prefessionalism in Financial Advice
Ethics - Kaplan
2025
Graduate Diploma of Financial Planning
Deakin University