DAVID JAMES WOOLFORD (Adviser# 000414768) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is November 8, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DAVID JAMES WOOLFORD |
| Adviser Number | 000414768 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000488301 SBA ADVICE PTY LTD |
| Licence Controlled By | COLLINS SBA NOMINEES PTY LTD |
| Adviser Start Date | 2016-11-08 |
| Appointing Representative Name | SBA ADVICE PTY LTD |
| Appointing Representative Number | 000488301 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor Degree | Economics - University of Tasmania |
| CFP | Certified Financial Planner - Financial Planning Association of Australia |
| Graduate Diploma | Financial Services - Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000488301 |
SBA ADVICE PTY LTD
Licence controlled by: COLLINS SBA NOMINEES PTY LTD |
2016-11-08 - | SBA ADVICE PTY LTD |
| 000230690 |
GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2013-01-22 - 2016-11-03 | GODFREY PEMBROKE LIMITED |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED |
2011-12-01 - 2013-01-21 | DAVID JAMES WOOLFORD |
| Licence Name | SBA ADVICE PTY LTD |
| Licence Number | 000488301 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.