Financial Adviser · GERALDTON, WA

Craig Anthony Woodman

GERALDTON, WA

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000240579

Currently at

Woodman Financial Services

Sydney, NSW (firm address)

View firm profile

About Craig Anthony Woodman

Craig Anthony Woodman is a financial adviser based in Geraldton, Western Australia, with 26 years of experience in the financial services industry since 2000. Craig is currently authorised under Sentry Advice, operating through Woodman Financial Services. Craig holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Craig's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Craig is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2005

Certificate in Applied Self Managed Superannuation Fund Advice

Tower Trust

2011

Margin Lending and Geared Investments

Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Sentry Advice Pty Ltd

Mar 2021 - Present Current

Godfrey Pembroke Group Pty Ltd

Dec 2016 - Mar 2021 Ceased

WEALTH MANAGERS PTY LTD

Sep 2011 - Dec 2016 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Jan 2011 - Sep 2011 Ceased

KINGSTON CAPITAL PTY LTD

Jan 2003 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register