Financial Adviser
· PERTH, WA
Matthew Wood
No disciplinary history on record with ASIC
PERTH,
WA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000455467
About Matthew Wood
Matthew Wood is a financial adviser based in Perth, Western Australia, with 15 years of experience in the financial services industry since 2011. Matthew is currently authorised under MacQuarie Bank Limited, operating through MacQuarie Bank. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a CFP Certification Program from Financial Advice Association Australia. Matthew 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
2006
BBFR Bachelor of Business (Financial Risk Management)
Victoria University
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2013
Master of Applied Finance
Macquarie University
2014
ASX Listed Products Accreditation Course
LPAC Online
2014
FNS50611 Diploma of Financial Planning
International Institute of Technology
2015
CFP Certification Program
Financial Advice Association Australia
2015
Specialist Accreditation Program
SMSF Association
2016
FNS40815 Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register