Financial Adviser
· CLARE, SA
Alicia Frances Wood
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003550
Alicia Frances Wood is a financial adviser based in Clare, South Australia, with 18 years of experience in the financial services industry. Alicia is currently authorised under Sentry Advice Pty Ltd. Alicia 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Alicia 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
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2011
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2015
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities.
MERITUM FINANCIAL GROUP PTY LTD
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register