Financial Adviser · DEAKIN WEST, ACT

Katrina Lucette Wood

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000278412

Katrina Lucette Wood is a financial adviser based in Deakin West, Australian Capital Territory, with 21 years of experience in the financial services industry. Katrina is currently authorised under Charter Financial Planning Limited. Katrina holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2015

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2018

Master of Financial Planning

Griffith University

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jul 2008 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register