The Financial Planning Association of Australia The Financial Planning Association of Australia

Jason Woolford, CFP®

Name Jason Woolford CFP®
Company Customised Wealth Strategies
Address Level 1
6 Tilley Lane
Frenchs Forest, NSW 2086
Phone 02 99780300
Mobile 0419436881

I began my career in financial planning in 2001 with one of Australia’s largest banks. By 2004 I had become the bank’s senior financial planner for Sydney’s Northern Beaches. Whilst working in a large institution was an excellent learning environment, it also had its limitations in terms of product independence and personalised customer service.

I started my own Financial Planning practice in partnership with an accountancy firm in Manly –
Charter Group. Through diligence and hard work, I have built up a loyal client base and the business has grown from inception to be an award winning practice within the Financial Services Partners Group, in a relatively short period of time.

I particularly enjoys working with Self Managed Superannuation Fund clients. I do however strongly believe in a holistic financial planning approach that covers wealth accumulation, wealth protection and planning for retirement.

Jason is recognised as a Certified Financial Planner and has also attained the Diploma of Financial Planning at Deakin University and the Diploma in Financial Markets at Securities Institute of Australia.

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