David Woodcock has many years of practical experience managing the finances of firms’ clients, ranging from individuals, small businesses and to multi-million-dollar organisations.
While his career originally commenced as an accountant over 15 years ago, David quickly discovered his real passion was helping clients with all aspects of their personal and business wealth creation and now supports his clients with integrated business and personal financial planning advice.
David specialises in personal wealth management and assisting small businesses with their accounting , business services and insurance needs.
David delivers a goals-oriented approach to his clients and begins each engagement by clearly understands their goals, needs and objectives. He remains committed to continuous professional development for the benefit of his clients.
Typical clients include small business owners, particularly those just starting out and looking to grow their business and personal wealth, pre-retirees and retirees. David enjoys working with people needing both business services and financial planning to deliver efficient and effective wealth creation plans.
He holds a Bachelor of Commerce from the University of Newcastle, is a qualified financial planner, chartered accountant, and tax agent.
David describes himself as a hands-on professional who encourages and supports his clients to achieve their ultimate potential. Growing up in the greater Maitland area, David is a big fan of the outdoors and pursues an active and energetic lifestyle alongside his wife and three children.
If his poor eyesight didn’t stand in his way the world of accounting and finance would have been millions of miles away – literally, as he travelled throughout the universe as an astronaut!
You can find David Woodcock safely situated on planet earth during the week within our Boolaroo and Thornton offices or he can arrange to meet you via teleconference.
Collective Financial Partners is a Hunter-based financial advice business managed by a team with over 80 years combined experience in financial services.
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Collective Financial Advice Pty Ltd ATF Lake Macquarie Group Trust ABN 14 710 648 652
Corporate Authorised Representative No. 1286336
Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221
Copyright 2021 Collective Financial Partners
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