DANIEL STEVEN WOOD
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2011 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Queensland
2011 - Bachelor of Economics (Quantitative Methods) - Bachelor Degree (AQF 7) - University of Queensland
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.