Sarah Emily Wood
Financial Adviser in Coffs Harbour, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319452
- Location
- Coffs Harbour NSW 2450
- Licensee
- Ethical Investment Advisers Pty Ltd (AFSL 276544)
- Authorised since
- 9 December 2022
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, Queensland University of Technology (2003); Diploma of Financial Planning (Financial Services), Tribeca/ FINSIA (2004); Taxation Planning (ADFS 1), Mentor (2009); Bachelor of Laws, Southern Cross University (2011)
- 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
- Restriction
- Excludes SMSF's
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Emily Wood
Sarah Emily Wood is a financial adviser in Coffs Harbour, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000319452.
Advice is given under the Australian financial services licence of Ethical Investment Advisers Pty Ltd, licence number 276544. The current authorisation started on 9 December 2022.
The register records 2007 as the year Sarah first provided financial advice. Qualifications and training on file include Bachelor of Business (Queensland University of Technology, 2003), Diploma of Financial Planning (Financial Services) (Tribeca/ FINSIA, 2004) and Taxation Planning (ADFS 1) (Mentor, 2009).
Sarah 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.
A further restriction is recorded on the register: “Excludes SMSF’s.”
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Questions people ask
Is Sarah Emily Wood a registered financial adviser?
Yes. Sarah Emily Wood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319452.
Which licensee does Sarah Emily Wood work under?
Ethical Investment Advisers Pty Ltd, Australian financial services licence 276544.
What can Sarah Emily 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. It also records this restriction: "Excludes SMSF's."