Our Team
With more than 15 years of experience as a Certified Financial Planner™, Dave Woolford is recognised for his clear thinking, strategic insight and ability to turn complex financial challenges into confident action. As Principal and Private Client Adviser, he leads with a calm authority that comes from deep technical knowledge and a genuine belief that great advice can transform lives.
Dave holds a Bachelor of Economics from the University of Tasmania and a Graduate Diploma of Financial Services (Financial Planning). He also has specialist accreditation in Self-Managed Superannuation Funds and has completed the FASEA (Financial Adviser Standards and Ethics Authority) Exam in accordance with the Corporations Act 2001. A long-standing member of the Financial Advice Association of Australia, Dave is committed to the highest professional and ethical standards.
For Dave, Go live. We’ll do the rest. is more than a philosophy, it’s the promise that drives his work. He believes financial advice should empower, not intimidate. His approach combines strategic foresight with clear communication, helping clients understand their options and make decisions with confidence. He works in partnership with business owners, professionals and families across Tasmania and beyond, building long-term relationships based on trust, clarity and results.
Clients value Dave for his ability to see the bigger picture and to anticipate opportunities, manage risk and keep them focused on what truly matters. Whether navigating complex financial structures or planning for the next stage of life, Dave brings a steady hand and forward-looking perspective that inspires confidence.
For Dave, true success isn’t measured by wealth alone, but by the freedom and peace of mind his clients gain when they know they can go live.