Steven James Wood
Financial Adviser in Flinders Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298139
- Location
- Flinders Park SA 5025
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 9 June 2023
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2016)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven James Wood
Steven James Wood is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Flinders Park, South Australia (adviser number 000298139).
Advice is given under the Australian financial services licence of Shartru Wealth Management Pty Ltd, licence number 422409. That authorisation dates from 9 June 2023.
The register records 2007 as the year Steven first provided financial advice. The qualifications listed for Steven include Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Diploma of Finance and Mortgage Broking Management (Kaplan Professional, 2016). Steven is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).
Steven is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Steven James Wood a registered financial adviser?
Yes. Steven James Wood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298139.
Which licensee does Steven James Wood work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Steven James 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.