Financial Adviser · KEW, VIC

Ian David Wood

22 Years experience

Tax advice
authorised

Currently at

West Perth, WA

View firm profile

ASIC Registered · ADV 000250006

Ian David Wood is a financial adviser based in Kew, Victoria, with 22 years of experience in the financial services industry. Ian is currently authorised under Sentry Advice Pty Ltd. Ian 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 Business from Deakin University. Ian 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

Restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bachelor of Business

Deakin University

2001

Diploma of Financial Planning

Financial Planning Association (FPA)

2010

Margin Lending and Geared Investments

Kaplan

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Sentry Advice Pty Ltd

Jul 2021 - Present Current

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

ACN 130 288 578 PTY LTD

May 2015 - Jun 2021 Ceased

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

WEALTHSURE PTY LTD

Mar 2014 - May 2015 Ceased

Victoria Teachers Limited

Nov 2007 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register