Paul founded Woods & Partners in 1984, obtaining one of Australia's early Securities Dealers Licences which has since transitioned to the firm's current Australian Financial Services Licence. With more than 40 years in financial services, Paul brings extraordinary depth of knowledge and institutional experience to his role as Managing Director.

Paul operated an Accounting and Taxation Practice from 1980 and held the role of National Research Manager for Challenge Bank Ltd from 1983 to 1993, before providing research and compliance services to Statewest and Island State Credit Unions through to 2004. Today, Paul leads the firm's investment research function and is responsible for portfolio construction across the practice.

A Certified Financial Planner® Professional, Paul's approach reflects four decades of market cycles, regulatory change, and the enduring importance of disciplined, evidence-based investment management.

Adrian has worked in financial services since 1986, advising a diverse range of private clients and small businesses across financial planning and taxation. He is a registered Tax Agent.
 

Adrian holds a Graduate Diploma of Business (majoring in Accounting) and a Diploma of Education. His dual expertise in financial planning and taxation enables him to deliver cohesive advice that addresses both wealth management and tax efficiency in a single, integrated engagement.

John is a Certified Financial Planner® Professional with more than 35 years of experience in financial services. He began his career in 1989 and held senior leadership roles including State Manager of Challenge Bank's Financial Planning operation in Victoria (1992–1996) and Manager of Bank of Melbourne Financial Planning (1997–1998).
 

John specialises in private client portfolio management and retirement planning, working closely with clients to develop income strategies, manage investment risk, and plan for the financial dimensions of later life.
 

His extensive experience navigating market cycles makes him a trusted partner for clients focused on long-term financial security.

Ashley brings 20 years of financial services experience across Australia and the United Kingdom, and has been advising clients directly since 2013. He holds a Bachelor of Commerce from Deakin University, majoring in Financial Planning and Finance, and is registered as a Tax (Financial) Adviser with the Tax Practitioners Board.
 

Ashley specialises in superannuation strategy, SMSF advice, investment management, and the financial coordination of estate planning matters. 
 

Ashley was named a Finalist in the 'Best Client Servicing — Individual' category at the IFA Excellence Awards 2017 and is known for his patient, thorough approach to complex client situations.