Ian David Wood
Financial Adviser in Kew, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250006
- Location
- Kew VIC 3101
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 1 July 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, Deakin University (1992); Diploma of Financial Planning, Financial Planning Association (FPA) (2001); Margin Lending and Geared Investments, Kaplan (2010); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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
- Restriction
- Superannuation Authorisation excludes Self Managed Superannuation Funds advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian David Wood
Ian David Wood is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kew, Victoria (adviser number 000250006).
Ian provides advice as an authorised representative of Sentry Advice Pty Ltd, which holds Australian financial services licence 227748. The current authorisation started on 1 July 2021.
According to the register, Ian first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business (Deakin University, 1992), Diploma of Financial Planning (Financial Planning Association (FPA), 2001) and Margin Lending and Geared Investments (Kaplan, 2010). 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.
A further restriction is recorded on the register: “Superannuation Authorisation excludes Self Managed Superannuation Funds advice.”
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Questions people ask
Is Ian David Wood a registered financial adviser?
Yes. Ian David Wood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250006.
Which licensee does Ian David Wood work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Ian David 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. It also records this restriction: "Superannuation Authorisation excludes Self Managed Superannuation Funds advice."