Kim Holmes Wood

Financial Adviser in East Brisbane, Queensland, Australia

Review Kim Holmes Wood

Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.

Australian Securities and Investments Commission (ASIC)

Adviser number000333702

Currenton the register
Location
East Brisbane QLD 4169
Licensee
Havana Financial Services Pty Ltd (AFSL 500435)
Authorised since
11 April 2026
First provided advice
2009
Qualifications
Diploma of Financial Services (Financial Planning), Tribeca (Kaplan Professional) (2007); Graduate Certificate in Financial Planning, Griffith University (2018); FNS40815 Certificate IV in Finance and Mortgage Broking, Mentor Education (2021); SuperConcepts Specialist SMSF Course, The University of Adelaide (2025)
Memberships
Association of Independently Owned Financial Professionals (AIOFP); SMSF Association
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
Copied from the public register on 24 October 2026. Check it on the official register

About Kim Holmes Wood

Kim Holmes Wood is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Brisbane, Queensland (adviser number 000333702).

Kim provides advice as an authorised representative of Havana Financial Services Pty Ltd, which holds Australian financial services licence 500435. The current authorisation started on 11 April 2026.

The register records 2009 as the year Kim first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca (Kaplan Professional), 2007), Graduate Certificate in Financial Planning (Griffith University, 2018) and FNS40815 Certificate IV in Finance and Mortgage Broking (Mentor Education, 2021). Kim is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.

Kim is authorised to advise 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.

Reviews

Nobody has reviewed Kim Holmes Wood here yet. If you have used them, tap the stars above and say how it went.

Questions people ask

Is Kim Holmes Wood a registered financial adviser?

Yes. Kim Holmes Wood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333702.

Which licensee does Kim Holmes Wood work under?

Havana Financial Services Pty Ltd, Australian financial services licence 500435.

What can Kim Holmes 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.