John Joseph Woulfe – Financial Adviser
Adviser identifying number: 224939
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Licence number: 389206
Licensee’s ABN: 26088464939
Licence controlled by:
The date the Financial Adviser commenced the appointment: 29/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 389206
Authorised Representative’s ABN: 26088464939
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:
- Insurance Planning: Principles and Applications – Independent Centre of Financial Training
- Managed Investments Securities – RMIT University
- RG146 DFS 1 – Mentor Education
- Superannuation and Retirement Planning – CCH Australia Limited
Relevant memberships of professional bodies or industry associations:
John Joseph Woulfe is authorised to provide advices on following products:
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation