Daniel Steven Wood
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002001
- Location
- Sydney NSW 2000
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 7 May 2019
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce (Finance), University of Queensland (2011); Bachelor of Economics (Quantitative Methods), University of Queensland (2011); Diploma of Financial Planning, Kaplan Professional (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Steven Wood
On the Financial Advisers Register kept by ASIC, Daniel Steven Wood appears as a current financial adviser in Sydney, New South Wales, adviser number 001002001.
The licensee Daniel advises under is Insight Investment Services Pty Ltd (AFS licence 309996). That authorisation dates from 7 May 2019.
According to the register, Daniel first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (Finance) (University of Queensland, 2011), Bachelor of Economics (Quantitative Methods) (University of Queensland, 2011) and Diploma of Financial Planning (Kaplan Professional, 2013). Professional memberships recorded: 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel Steven Wood a registered financial adviser?
Yes. Daniel Steven Wood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002001.
Which licensee does Daniel Steven Wood work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Daniel Steven 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.