Our Team

Dave Woolford is a Certified Financial Planner Professional who has been working in the financial services industry for over 15 years. In that time Dave has gained a deep understanding of what is important when helping people live their best life.

Financial advice is all about you. Helping you understand and be confident in what is important to you, your values and your beliefs. Dave’s unique and empowering approach will help you understand what your ideal life looks like, how you can live that life sooner and then work with you on the various ways you can achieve the life you want.

Dave graduated from the University of Tasmania with a Bachelor of Economics before completing a Graduate Diploma of Financial Services (Financial Planning). Dave has also completed the FASEA (Financial Standards and Ethics Authority) Exam in accordance with the Corporations Law 2001. In addition to these qualifications Dave has a specialist Self Managed Superannuation Fund Accreditation.

Dave is a member of the Financial Advice Association of Australia (formerly known as the Financial Planning Association of Australia).

Financial advice is all about you. Helping you understand and be confident in what is important to you, your values and your beliefs. Dave’s unique and empowering approach will help you understand what your ideal life looks like, how you can live that life sooner and then work with you on the various ways you can achieve the life you want.

The core of Dave’s approach is building long-term personal, trusted relationships that deliver the best outcome for you, your family and your business.

Dave works with a vast array of clients and specialises working with business owners and clients with complex needs across all areas of advice. The core of Dave’s approach is building long-term personal, trusted relationships that deliver the best outcome for you, your family and your business.