Financial Adviser
· GERALDTON, WA
Craig Anthony Woodman
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000240579
Craig Anthony Woodman is a financial adviser based in Geraldton, Western Australia, with 26 years of experience in the financial services industry. Craig is currently authorised under Sentry Advice Pty Ltd. Craig 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 Kaplan Higher Education Pty Limited. Craig 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
2004
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2005
Certificate in Applied Self Managed Superannuation Fund Advice
Tower Trust
2011
Margin Lending and Geared Investments
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
WEALTH MANAGERS PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
KINGSTON CAPITAL PTY LTD
Source: ASIC Financial Advisers Register