Financial Adviser
· COFFS HARBOUR, NSW
Sarah Emily Wood
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000319452
Sarah Emily Wood is a financial adviser based in Coffs Harbour, New South Wales, with 19 years of experience in the financial services industry. Sarah is currently authorised under Ethical Investment Advisers Pty Ltd. Sarah 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 Bachelor of Business from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Excludes SMSF's
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business
Queensland University of Technology
2004
Diploma of Financial Planning (Financial Services)
Tribeca/ FINSIA
2009
Taxation Planning (ADFS 1)
Mentor
2011
Bachelor of Laws
Southern Cross University
Registration History
Excludes SMSF's
Authorisation excludes SMSF's
Excluding SMSF
No SMSF permitted
Source: ASIC Financial Advisers Register