Financial Adviser
· MANDURAH, WA
Jamie Stuart Woolley
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267910
Jamie Stuart Woolley is a financial adviser based in Mandurah, Western Australia, with 8 years of experience in the financial services industry. Jamie is currently authorised under Infocus Securities Australia Pty Ltd. Jamie 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 (Finance & Economics) from Murdoch University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation excludes SMSF advice
Authorised to provide tax financial advice services
Qualifications and Training
2008
BUS165 Principles of commercial law
Murdoch University
2013
Bachelor of Commerce (Finance & Economics)
Murdoch University
2015
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional
Registration History
Superannuation excludes SMSF advice
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register