David James Woolford
Financial Adviser in Hobart, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000414768
- Location
- Hobart TAS 7000
- Licensee
- Integrity Financial Planners Pty. Ltd. (AFSL 225051)
- Authorised since
- 11 July 2023
- First provided advice
- 2011
- Qualifications
- Bachelor Degree, University of Tasmania (2008); Graduate Diploma, Kaplan Professional (2011); Ethics and Professionalism in Financial Services, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David James Woolford
David James Woolford is a financial adviser in Hobart, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 000414768.
David provides advice as an authorised representative of Integrity Financial Planners Pty. Ltd., which holds Australian financial services licence 225051. That authorisation dates from 11 July 2023.
According to the register, David first provided financial advice in 2011. Qualifications and training on file include Bachelor Degree (University of Tasmania, 2008), Graduate Diploma (Kaplan Professional, 2011) and Ethics and Professionalism in Financial Services (Kaplan Professional, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David James Woolford a registered financial adviser?
Yes. David James Woolford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000414768.
Which licensee does David James Woolford work under?
Integrity Financial Planners Pty. Ltd., Australian financial services licence 225051.
What can David James Woolford give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.