Katrina Lucette Wood
Financial Adviser in Deakin West, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278412
- Location
- Deakin West ACT 2600
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 8 June 2012
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2009); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); Master of Financial Planning, Griffith University (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Katrina Lucette Wood
On the Financial Advisers Register kept by ASIC, Katrina Lucette Wood appears as a current financial adviser in Deakin West, Australian Capital Territory, adviser number 000278412.
Katrina provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 8 June 2012.
The register records 2005 as the year Katrina first provided financial advice. The qualifications listed for Katrina include Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2009) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
Katrina is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Katrina Lucette Wood a registered financial adviser?
Yes. Katrina Lucette Wood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278412.
Which licensee does Katrina Lucette Wood work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Katrina Lucette 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."