Financial Adviser
· SURREY HILLS, VIC
Tamsin Jane Wood
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006263
Tamsin Jane Wood is a financial adviser based in Surrey Hills, Victoria, with 12 years of experience in the financial services industry. Tamsin is currently authorised under Lifespan Financial Planning Pty Ltd. Tamsin 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 Commerce from University of Queensland. Tamsin 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
2012
Bachelor of Commerce
University of Queensland
2018
Advanced Diploma in Financial Planning
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Margin Lending Accreditation Program
Deakin Prime
2025
SMSF Regulations and Taxation
Kaplan Higher Education Pty Ltd