GEORGE WOOLFORD

Financial Adviser · Frankston South, VIC

Registered

Registration Number

000414215

Registration Status

Registered

Location

Frankston South, VIC 3199

Providing Advice Since

2013

Registration Date

30/01/2020

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

ABN (Australian Business Number)

48969254767

📚 Qualifications & Training

2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monach Institute
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monach Institute
2017 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan
2019 - Ethics and Prefessionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University

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.