Financial Adviser · FRENCHS FOREST, NSW

Jason Woolford

FRENCHS FOREST, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000274115

Currently at

Customised Wealth Strategies

Bundall, QLD (firm address)

View firm profile

Jason Woolford is a financial adviser based in Frenchs Forest, New South Wales, with 25 years of experience in the financial services industry since 2001. Jason is currently authorised under Alliance Wealth, operating through Customised Wealth Strategies. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Certified Financial Planner Education Program from FPA. Jason is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1999

Diploma of Financial Markets

Securities Institute Education

2009

Certified Financial Planner Education Program

FPA

2014

Accredited Listed Product Adviser Program

Kaplan Professional

2021

Diploma of Financial Planning (8 units)

FPA Australia

Registration History

Alliance Wealth Pty Ltd

Jun 2022 - Present Current

Ri Advice Group Pty Ltd

Mar 2021 - Jun 2022 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

May 2004 - Mar 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register