LYNDA WOODS
Financial Adviser · Chevron Island, QLD
📚 Qualifications & Training
1981 - Diploma of Business - - Monash University
1998 - Graduate Certificate in Case Management and Client Service - - Deakin University
2011 - Professional Diploma in Stockbroking - Professional Designations - Deakin Prime
2015 - Registration Certificate in Tax (financial) adviser - Other - Tax Practitioners Board
2023 - Graduate Diploma in Stockbroking and Financial Advising - Graduate Diploma (AQF 8) - Western Sydney University
🏢 Professional Memberships
Chairman - Moncrieff Executive
Member - AICD
Stockbrokers and Investment Advisers Association (SIAA)
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.