Financial Adviser
· MELBOURNE, VIC
Robert Marsden Wood
No disciplinary history on record with ASIC
MELBOURNE,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238762
Licensee
Sydney, NSW (licence address on ASIC register)
About Robert Marsden Wood
Robert Marsden Wood is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry since 2016. Robert works at Shadforth Financial Group, which is licensed through Shadforth Financial Group Limited. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a 5 Units CFP Certification Program from Financial Planning Association of Australia Ltd. Robert 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
2005
Bachelor of Commerce and Bachelor of Economics
Monash University
2016
FNS60415 Advanced Diploma of Financial Planning
Kaplan Professional
2019
5 Units CFP Certification Program
Financial Planning Association of Australia Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education