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  3. Sarah Emily Wood

Sarah Emily Wood

Name
Sarah Emily Wood
ID
319452
ABN
–
First Provided Advice
2007

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2003 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology
  • 2004 - Diploma of Financial Planning (Financial Services) - Diploma (AQF 5) - Tribeca/ FINSIA
  • 2009 - Taxation Planning (ADFS 1) - - Mentor
  • 2011 - Bachelor of Laws - Bachelor Degree (AQF 7) - Southern Cross University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Personal Financial Services Ltd (#234459)
Commenced
July 27, 2019
Ceased
Dec. 9, 2022
Status
Current
Licence Holder
Ethical Investment Advisers Pty ltd (#276544)
Commenced
Dec. 9, 2022

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
Bendigo Financial Planning Limited (#237898)
Commenced
July 16, 2015
Ceased
July 26, 2019
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
April 11, 2012
Ceased
Sept. 3, 2012
Status
Ceased
Licence Holder
Fortnum Private Wealth Ltd (#357306)
Commenced
Jan. 22, 2013
Ceased
July 16, 2015
Status
Ceased
Licence Holder
RI Advice Group Pty Ltd (#238429)
Commenced
Sept. 4, 2012
Ceased
Jan. 21, 2013