Steven Wood Financial Planner Report

Name:
Steven James Wood

Rep Number:
000298139

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

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
Retirement Savings Account Products
Superannuation

Qualifications
Tribeca
Diploma of Financial Planning

Memberships
Association of Financial Advisers (AFA)