James Wood Financial Planner Report

Name:
James Norman Wood

Rep Number:
000286265

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2015-05-11 onwards

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Edith Cowan University
Bachelor of Business (Accounting & computing)
Pinnacle Financial Services
Diploma of Financial Planning

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)