Matthew Brent Woolford
Financial Adviser in Daylesford, Victoria, Australia
Review Matthew Brent Woolford
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000321785
- Location
- Daylesford VIC 3460
- Licensee
- Clover Financial Services Pty. Ltd. (AFSL 541106)
- Authorised since
- 22 December 2022
- First provided advice
- 2008
- Qualifications
- Bachelor of Business (Accounting), Victoria University (2008); Certified Financial Planner, Financial Advice Association Australia (2012); Certificate IV Finance and Mortgage Broking, MyFENG (2023); Diploma of Finance and Mortgage Broking Management, MyFENG (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Brent Woolford
Matthew Brent Woolford is a financial adviser in Daylesford, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000321785.
Advice is given under the Australian financial services licence of Clover Financial Services Pty. Ltd., licence number 541106. The current authorisation started on 22 December 2022.
The register records 2008 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Business (Accounting) (Victoria University, 2008), Certified Financial Planner (Financial Advice Association Australia, 2012) and Certificate IV Finance and Mortgage Broking (MyFENG, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Matthew Brent Woolford here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Matthew Brent Woolford a registered financial adviser?
Yes. Matthew Brent Woolford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000321785.
Which licensee does Matthew Brent Woolford work under?
Clover Financial Services Pty. Ltd., Australian financial services licence 541106.
What can Matthew Brent 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.