HomeFinancial AdvisersSarah Emily Wood – Financial Adviser

Sarah Emily Wood – Financial Adviser

Adviser identifying number: 319452
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
Licence number: 357306
Licensee’s ABN: 54139889535
Licence controlled by: FORTNUM PRIVATE WEALTH LTD

The date the Financial Adviser commenced the appointment: 22/01/2013
The date the Financial Adviser ceased the appointment: 16/07/2015
Name of the Authorised Representative: FORTNUM PRIVATE WEALTH LTD
Authorised Representative identifying number: 000357306
Authorised Representative’s ABN: 54139889535

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • Entry Level Competencies – Tribeca
  • Investment Planning 1 – Tribeca
  • Risk Management – Tribeca
  • Taxation Planning (ADFS 1) – Mentor

Relevant memberships of professional bodies or industry associations: Responsible Investment Association Australisia

Sarah Emily Wood is authorised to provide advices on following products:

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