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 @
- 2020 -2024 Treasurer @ West End State School P&C Assoc
- 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
David Woolley Education
- CPA Australia
CPA
2012-2015 - The University of Queensland
Graduate Certificate in Property Studies (Commercial)
2010-2011 - Kaplan Professional
Diploma of Financial Services (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)
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, West End State School P&C Assoc, Acclaro Financial Services and Suncorp. 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 on RocketReach.
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