George Woolford
Financial Adviser in Frankston South, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000414215
- Location
- Frankston South VIC 3199
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 30 January 2020
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Planning, Monach Institute (2014); Advanced Diploma of Financial Planning, Monach Institute (2016); Graduate Certificate in Applied Finance, Kaplan (2017); Ethics and Prefessionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Deakin University (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About George Woolford
On the Financial Advisers Register kept by ASIC, George Woolford appears as a current financial adviser in Frankston South, Victoria, adviser number 000414215.
George provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 30 January 2020.
The register records 2013 as the year George first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Monach Institute, 2014), Advanced Diploma of Financial Planning (Monach Institute, 2016) and Graduate Certificate in Applied Finance (Kaplan, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is George Woolford a registered financial adviser?
Yes. George Woolford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000414215.
Which licensee does George Woolford work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can George 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.