Data sourced from ASIC Financial Advisers Register
Financial Adviser · SURFERS PARADISE, QLD

Lynda Woods

21 Years experience
Tax advice
authorised
Currently at
Ord Minnett
Sydney, NSW
View firm profile
ASIC Registered · ADV 000319171

Lynda Woods is a financial adviser based in Surfers Paradise, Queensland, with 21 years of experience in the financial services industry since 2005. Lynda is currently authorised under Ord Minnett. Lynda holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Lynda's qualifications include a Graduate Diploma in Stockbroking and Financial Advising from Western Sydney University. Lynda is a member of Chairman - Moncrieff Executive, Member - AICD and Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1981
Diploma of Business
Monash University
1998
Graduate Certificate in Case Management and Client Service
Deakin University
2011
Professional Diploma in Stockbroking
Deakin Prime
2015
Registration Certificate in Tax (financial) adviser
Tax Practitioners Board
2023
Graduate Diploma in Stockbroking and Financial Advising
Western Sydney University

Registration History

Ord Minnett Limited
Feb 2021 - Present Current
Morgans Financial Limited
Nov 2007 - Feb 2021 Ceased

Source: ASIC Financial Advisers Register