Financial Adviser
· NORTH SYDNEY, NSW
Robert Martin Wood
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000340520
Robert Martin Wood is a financial adviser based in North Sydney, New South Wales, with 21 years of experience in the financial services industry. Robert is currently authorised under Fortnum Advice Pty Ltd. Robert 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 CFP from Professional Designations - Financial Advice Association Australia. Robert is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
Sydney University
2005
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2011
CFP
Professional Designations - Financial Advice Association Australia
2012
ASX Listed Products Accreditation Course
LPAC Online
2012
Self Managed Superannuation Funds
Kaplan