David Woolley Email & Phone Number
Partner - Private Wealth @ BDO in Australia
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David Woolley Location
- Brisbane City, QLD, AU
David Woolley Work
- 2024 - now Partner - Private Wealth @
- 2016 - 2024 Wealth Adviser @
- 2012 - 2016 Director @ Acclaro Financial Services
- 2008 - 2012 Senior Wealth Management Leader and Product Manager @
- 2005 - 2007 Technical Services Manager @
- 2004 - 2005 Senior Technical Analyst @
- 1998 - 2003 Consultant and Senior Consultant - Superannuation @
- 1995 - 1997 SMSF Accountant @ Managed Superannuation Services
- 2020 - 2024 Treasurer @ West End State School P&C Assoc
David Woolley Education
- CPA Australia
CPA
2012 - 2015 - The University of Queensland
Graduate Certificate in Property Studies, Commercial (Commercial)
2010 - 2011 - Kaplan Professional
Diploma of Financial Services, Financial Planning (Financial Planning)
2009 - 2009 - FINSIA
Graduate Diploma of Applied Finance and Investment
1996 - 2000 - The University of Queensland
Bachelor of Commerce (BCom), Accounting and Finance (Accounting and Finance)
1992 - 1995
David Woolley Skills
- Estate Planning
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- Superannuation
- Wealth Management
- Life Insurance
David Woolley Summary
- David Woolley, based in Brisbane City, QLD, AU, is currently a Partner - Private Wealth at BDO in Australia. David Woolley brings experience from previous roles at BDO in Australia, Acclaro Financial Services, Suncorp and AXA. David Woolley holds a 2012 - 2015 CPA @ CPA Australia. With a robust skill set that includes Estate Planning, Financial Advisory, Strategic Financial Planning, Investment Strategies, Superannuation and more. David Woolley has 2 emails and 1 mobile phone numbers on RocketReach.
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