Simon Wood
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338947
- Location
- Melbourne VIC 3000
- Licensee
- Ord Minnett Limited (AFSL 237121)
- Authorised since
- 24 August 2009
- First provided advice
- 2004
- Qualifications
- Bachelor of (Hons) Business, Science, La Trobe University (1999); ADA Level 1 & 2, ASX (2003); Graduate Diploma of Applied Finance and Investment, Securities Institute of Australia (2003); Margin Lending Accreditation, Stockbrokers Association of Australia (2011)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Register status
- Current
About Simon Wood
Simon Wood is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000338947.
Advice is given under the Australian financial services licence of Ord Minnett Limited, licence number 237121. The current authorisation started on 24 August 2009.
According to the register, Simon first provided financial advice in 2004. Qualifications and training on file include Bachelor of (Hons) Business, Science (La Trobe University, 1999), ADA Level 1 & 2 (ASX, 2003) and Graduate Diploma of Applied Finance and Investment (Securities Institute of Australia, 2003).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total.
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Questions people ask
Is Simon Wood a registered financial adviser?
Yes. Simon Wood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338947.
Which licensee does Simon Wood work under?
Ord Minnett Limited, Australian financial services licence 237121.
What can Simon Wood give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts.