David Scott Woolley – Financial Adviser

Adviser identifying number: 426618
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: BDO PRIVATE WEALTH ADVISERS PTY LTD
Licence number: 238280
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BDO PRIVATE WEALTH ADVISERS PTY LTD
Authorised Representative identifying number: 238280
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • 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

Relevant memberships of professional bodies or industry associations:

David Scott Woolley is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility