Financial Adviser
· SYDNEY, NSW
Daniel Steven Wood
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002001
Daniel Steven Wood is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry. Daniel is currently authorised under Insight Investment Services Pty Ltd. Daniel 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 Commerce (Finance) from University of Queensland. Daniel 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
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Finance)
University of Queensland
2011
Bachelor of Economics (Quantitative Methods)
University of Queensland
2013
Diploma of Financial Planning
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional