Suzanne Frances Wood
Financial Adviser in Hollywell, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267291
- Location
- Hollywell QLD 4216
- Licensee
- Regal Advice Pty Ltd (AFSL 531931)
- Authorised since
- 2 September 2021
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2003); Margin Lending and Geared Investments, Kaplan Professional (2010); Graduate Certificate in Financial Planning, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2019); Master of Financial Planning, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
About Suzanne Frances Wood
Suzanne Frances Wood is a financial adviser in Hollywell, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000267291.
Advice is given under the Australian financial services licence of Regal Advice Pty Ltd, licence number 531931. That authorisation dates from 2 September 2021.
The register records 2004 as the year Suzanne first provided financial advice. The qualifications listed for Suzanne include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2003), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Graduate Certificate in Financial Planning (Kaplan Professional, 2019). Suzanne is recorded as a member of Financial Advice Association of Australia (FAAA).
Suzanne 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.
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Questions people ask
Is Suzanne Frances Wood a registered financial adviser?
Yes. Suzanne Frances Wood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267291.
Which licensee does Suzanne Frances Wood work under?
Regal Advice Pty Ltd, Australian financial services licence 531931.
What can Suzanne Frances 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.