SUZANNE FRANCES WOOD

Licensee: FINANCIAL SERVICES PARTNERS PTY LIMITED

SUZANNE FRANCES WOOD (Adviser# 000267291) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 30, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SUZANNE FRANCES WOOD
Adviser Number 000267291
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000237590
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence ABN 15089512587
Licence Controlled By AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Adviser Start Date 2018-08-30
Appointing Representative Name FINANCIAL SERVICES PARTNERS PTY LIMITED
Appointing Representative Number 000237590
Appointing Representative ABN 15089512587
Memberships Association of Financial Advisers (AFA)
Further Restrictions Government Debentures, Stock or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.

Authorisations to provide financial product advice

  • SUZANNE FRANCES WOOD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services (Financial Planning) Integratec
Estate Planning Kaplan Professional
Margin Lending and Geared Investments Kaplan Professional
Taxation Planning Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Government Debentures, Stock or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.
2018-08-30 - FINANCIAL SERVICES PARTNERS PTY LIMITED
000224954 TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED 2014-08-26 - 2016-04-14 TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
000224954 TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED 2010-10-01 - 2013-12-11
000246545 TVISION PTY LTD 2006-08-01 - 2010-09-30

Licensee Information

Licence Name FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence Number 000237590
Licence ABN 15089512587

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SAMANTHA SZE MAN SUN Financial Services Partners Pty Limited Current 2018-07-25
ANGELO CHRISTOPHER ZERELLA Financial Services Partners Pty Limited Current 2018-07-16
SUGANESH KUMAR KUMANAN Financial Services Partners Pty Limited Current 2018-06-29
STEPHANIE PATRICK Financial Services Partners Pty Limited Current 2018-05-23
ROBERT ANDREW CREELEY Financial Services Partners Pty Limited Current 2018-02-01
ROBYN VAN ROOY Financial Services Partners Pty Limited Current 2017-11-13
ANGELOS LYSIKATOS Financial Services Partners Pty Limited Current 2017-11-13
LYNDA HILLS Financial Services Partners Pty Limited Current 2017-09-08
STEVEN GREENHAM Financial Services Partners Pty Limited Current 2017-09-08
TIMOTHY D'ASTOLI Financial Services Partners Pty Limited Current 2017-09-07

Competitor

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.