Paul, a Certified Financial Planner® Professional, founded the firm in 1984 obtaining a Securities Dealers Licence which then transitioned to the current Australian Financial Services Licence of Woods & Partners.

Paul operated an Accounting and Taxation Practice from 1980 and from the period 1983 to 1993 held the role of National Research Manager for Challenge Bank Ltd.  From 1993 to 2004 he provided research and compliance services to Statewest and Island State Credit Unions.
 

Paul is the Managing Director of the Firm and is responsible for Research and Portfolio Construction.

Adrian has worked in the financial services industry since 1986 as a financial adviser and taxation specialist for a diverse range of private clients and small businesses. Adrian is a member of the Financial Planning Association of Australia. 

Adrian holds a Diploma of Education and a Graduate Diploma of Business, majoring in accounting. He is a registered tax agent.

John is a Certified Financial Planner® Professional, who has worked in the financial services industry since 1989. John is a former State Manager of Challenge Bank’s Financial Planning operation in Victoria from 1992 to 1996, and Manager with Bank of Melbourne Financial Planning from 1997 to 1998.

John specialises in Private Client portfolios and Retirement Planning.

Ashley has ten years’ experience in the financial services industry, across Australia and the United Kingdom. Ashley has completed a Bachelor of Commerce at Deakin University, majoring in Financial Planning, Finance and eBusiness.

Ashley was named as a Finalist in the 'Best Client Servicing - Individual' category at the IFA (Independent Financial Adviser) Excellence Awards 2017.