Jason Woolford
Financial Adviser in Frenchs Forest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274115
- Location
- Frenchs Forest NSW 2086
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 6 June 2022
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Markets, Securities Institute Education (1999); Certified Financial Planner Education Program, FPA (2009); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Diploma of Financial Planning (8 units), FPA Australia (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Woolford
On the Financial Advisers Register kept by ASIC, Jason Woolford appears as a current financial adviser in Frenchs Forest, New South Wales, adviser number 000274115.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 6 June 2022.
According to the register, Jason first provided financial advice in 2001. The qualifications listed for Jason include Diploma of Financial Markets (Securities Institute Education, 1999), Certified Financial Planner Education Program (FPA, 2009) and Accredited Listed Product Adviser Program (Kaplan Professional, 2014). Jason is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Jason is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jason Woolford a registered financial adviser?
Yes. Jason Woolford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274115.
Which licensee does Jason Woolford work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jason Woolford give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.