DAVID JAMES WOOLFORD
Financial Adviser · Hobart, TAS
📚 Qualifications & Training
2008 - Bachelor Degree - Economics - Bachelor Degree (AQF 7) - University of Tasmania
2011 - Graduate Diploma - Financial Services - Graduate Diploma (AQF 8) - Kaplan Professional
2014 - CFP - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2019 - Ethics and Professionalism in Financial Services - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.