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- Kim Holmes Wood
Kim Holmes Wood
- Name
- Kim Holmes Wood
- ID
- 333702
- ABN
- 72801057386
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca (Kaplan Professional)
- 2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
- 2021 - FNS40815 Certificate IV in Finance and Mortgage Broking - Other - Mentor Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- AD Advisory Services Pty Ltd (#237058)
- Commenced
- Dec. 10, 2019
- Ceased
- Sept. 16, 2022
- Status
- Ceased
- Licence Holder
- Beryllium Advisers Pty Ltd (#528250)
- Commenced
- Jan. 23, 2023
- Ceased
- June 27, 2023
- Status
- Ceased
- Licence Holder
- Positive Dynamics Pty. Ltd. (#484103)
- Commenced
- Oct. 4, 2022
- Ceased
- Dec. 16, 2022
- Status
- Current
- Licence Holder
- Interprac Financial Planning Pty ltd (#246638)
- Commenced
- July 1, 2023
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- Dec. 19, 2018
- Ceased
- Aug. 9, 2019
- Status
- Ceased
- Licence Holder
- MY Adviser Pty Ltd (#238307)
- Commenced
- March 15, 2010
- Ceased
- Aug. 4, 2014
- Status
- Ceased
- Licence Holder
- Sentry Financial Planning Pty Ltd (#247105)
- Commenced
- Jan. 20, 2009
- Ceased
- March 9, 2010