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