David Woolford

Collins Sba

Platinum
11 Yrs Experience
Hobart, TAS 7000
I work with professionals, particularly in the medical space as well as business owners. Their complexity allows us to employ specialist strategic advice that will ensure our clients remain on track to their ideal lives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

We price all our work upfront for both initial advice as well as ongoing relationships. This is the most transparent fee structure we can put in place across our business.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 41
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Services
  • Language spoken
    • English

Collins Sba

29 Murray Street
Hobart, TAS 7000

Opening hours

  • 8:00am – 5:00pm Monday, Wednesday – Friday
  • 8:00pm – 5:00pm Tuesday

Licensed by

Collins Sba

AFSL 488301

4.75
41 Reviews
5
4
3
2
1
4.75
Clear communication
4.65
Knowledge & expertise
4.75
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 41

Sort by

4.00

"David's advice is comprehensive and critical to our future as retirees"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Dave works hard to find a solution that works best for us. He helped us with an array of issues from reducing loans, purchasing a bigger home, consolidating super funds, and starting a small business ."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David explains in a manner we understand and he is happy to repeat when he realises we are vague about something and uses limited time to ensure we are happy with the meetings"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David gives me great advice and Iam very confident with all dealings with him and his support staff."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very helpful, and makes you feel confident."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has given me advise in areas including complex investments and plans for retirement. David always explains things in a simple easy to understand manner and I feel completely confident that he has my best financial interests at heart and that my financial future is secure (as it can be) in his hands."

  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Have only been with David for a short time and we are happy with his advice in relation to my self managed super fund. David has usually explained things to us in a way that we can easily understand. We feel very confident that David's knowledge and experience will assist us in meeting our needs. Very happy with David's full care and attention."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Very happy to have David as an adviser"

  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has been my adviser for a relatively short time, although I have been with the company for many years now. I have developed confidence in David's advice and particularly, he has gone and provided advice and support in areas that I least expected. Moreover, his follow through has been most prompt and encouraging."

  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Your tool has me rating David as 'usually'. I scored David 'always'! This is underestimating David's patience and ability to help me understand a subject that I find stressful and confusing. Unlike my husband, I do not understand superannuation or investments and I have in the past worried incessantly about my super. Over the years David has been able bring from panicking about every single negative happening on the global market, that I rightly or wrongly perceived to have an effect on my super, to not being concerned anymore and trusting that my super is right where it should be and David is protecting our interests."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 41

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Graduate Diploma of Financial Services

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2008

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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