Financial Adviser
· HOLLYWELL, QLD
Suzanne Frances Wood
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267291
Suzanne Frances Wood is a financial adviser based in Hollywell, Queensland, with 22 years of experience in the financial services industry. Suzanne is currently authorised under Regal Advice Pty Ltd. Suzanne 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 Kaplan Professional. Suzanne 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
2003
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2019
Graduate Certificate in Financial Planning
Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Professional
2019
Master of Financial Planning
Kaplan Professional
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stock or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
TVISION PTY LTD
Source: ASIC Financial Advisers Register