Alicia Frances Wood
Financial Adviser in Clare, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003550
- Location
- Clare SA 5453
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 28 November 2024
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2008); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2011); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2011); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alicia Frances Wood
Alicia Frances Wood is a financial adviser in Clare, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001003550.
Advice is given under the Australian financial services licence of Sentry Advice Pty Ltd, licence number 227748. That authorisation dates from 28 November 2024.
According to the register, Alicia first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education, 2008), Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2011) and Margin Lending and Geared Investments (Kaplan Education Pty Ltd, 2011). Alicia is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alicia Frances Wood a registered financial adviser?
Yes. Alicia Frances Wood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003550.
Which licensee does Alicia Frances Wood work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Alicia Frances Wood give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.