DAVID SCOTT WOOLLEY


Licensee: BDO PRIVATE WEALTH ADVISERS PTY LTD

DAVID SCOTT WOOLLEY (Adviser# 000426618) 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 May 16, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID SCOTT WOOLLEY
Adviser Number 000426618
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000238280
BDO PRIVATE WEALTH ADVISERS PTY LTD
Adviser Start Date 2016-05-16
Appointing Representative Name BDO PRIVATE WEALTH ADVISERS PTY LTD
Appointing Representative Number 000238280

Authorisations to provide financial product advice

  • DAVID SCOTT WOOLLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Queensland
Diploma of Financial Services (Financial Planning) Kaplan Professional
Graduate Diploma in Applied Finance and Investment Securities Institute Education
Self Managed Superannuation Funds Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000238280 BDO PRIVATE WEALTH ADVISERS PTY LTD 2016-05-16 - BDO PRIVATE WEALTH ADVISERS PTY LTD
000229885 SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED
2012-08-20 - 2016-05-12 SUNCORP FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name BDO PRIVATE WEALTH ADVISERS PTY LTD
Licence Number 000238280

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Dataset Information


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.