Lynda Woods
Financial Adviser in Surfers Paradise, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319171
- Location
- Surfers Paradise QLD 4217
- Licensee
- Ord Minnett Limited (AFSL 237121)
- Authorised since
- 22 February 2021
- First provided advice
- 2005
- Qualifications
- Diploma of Business, Monash University (1981); Graduate Certificate in Case Management and Client Service, Deakin University (1998); Professional Diploma in Stockbroking, Deakin Prime (2011); Registration Certificate in Tax (financial) adviser, Tax Practitioners Board (2015); Graduate Diploma in Stockbroking and Financial Advising, Western Sydney University (2023)
- Memberships
- Chairman - Moncrieff Executive; Member - AICD; Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Lynda Woods
On the Financial Advisers Register kept by ASIC, Lynda Woods appears as a current financial adviser in Surfers Paradise, Queensland, adviser number 000319171.
Lynda provides advice as an authorised representative of Ord Minnett Limited, which holds Australian financial services licence 237121. That authorisation dates from 22 February 2021.
According to the register, Lynda first provided financial advice in 2005. The qualifications listed for Lynda include Diploma of Business (Monash University, 1981), Graduate Certificate in Case Management and Client Service (Deakin University, 1998) and Professional Diploma in Stockbroking (Deakin Prime, 2011). Professional memberships recorded: Chairman – Moncrieff Executive, Member – AICD and Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lynda Woods a registered financial adviser?
Yes. Lynda Woods is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319171.
Which licensee does Lynda Woods work under?
Ord Minnett Limited, Australian financial services licence 237121.
What can Lynda Woods give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.