Financial Adviser · ADAMSTOWN HEIGHTS, NSW

Nicholas John Woods

ADAMSTOWN HEIGHTS, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004089

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

About Nicholas John Woods

Nicholas John Woods is a financial adviser based in Adamstown Heights, New South Wales, with 17 years of experience in the financial services industry since 2009. Nicholas is currently authorised under Count Financial Limited, operating through Count Financial. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Bachelor of Business from University of Newcastle. Nicholas 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 Business

University of Newcastle

2007

Diploma of Financial Services (Financial Planning)

Mentor Education

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2021

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education

2021

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education

Registration History

Count Financial Limited

Dec 2021 - Present Current

Commonwealth Financial Planning Limited

Dec 2009 - Dec 2021 Ceased

Not authorised to provide personal advice on Listed Securities and Standard Margin Lending.

Source: ASIC Financial Advisers Register