Simon Wood – Financial Adviser
Adviser identifying number: 338947
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 24/08/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 237121
Authorised Representative’s ABN: 86002733048
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:
Relevant qualifications and training:
- ADA Level 1 & 2 – ASX
- Bachelor of (Hons) Business, Science – La Trobe University
- Graduate Diploma of Applied Finance and Investment – Securities Institute of Australia
- Margin Lending Accreditation – Stockbrokers Association of Australia
Relevant memberships of professional bodies or industry associations:
Simon Wood is authorised to provide advices on following products:
- Derivatives
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility