Financial Adviser
· FLINDERS PARK, SA
Steven James Wood
No disciplinary history on record with ASIC
FLINDERS PARK,
SA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000298139
About Steven James Wood
Steven James Wood is a financial adviser based in Flinders Park, South Australia, with 19 years of experience in the financial services industry since 2007. Steven is currently authorised under Shartru Wealth Management. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Diploma of Financial Services (Financial Planning) from Tribeca. Steven is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2016
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
Registration History
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register