Financial Adviser
· WANGARATTA, VIC
William Roderick Woodford
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001308762
William Roderick Woodford is a financial adviser based in Wangaratta, Victoria, with 2 years of experience in the financial services industry. William is currently authorised under Financial Lifestyle Partners (North Vic) Pty. Ltd.. William 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 (major in Financial Planning) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce (major in Financial Planning)
Deakin University
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register