Steve Wood – Financial Adviser

Adviser identifying number: 1001664
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: EUROZ SECURITIES LTD
Licence number: 243302
Licensee’s ABN: 23089314983
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EUROZ SECURITIES LTD
Authorised Representative identifying number: 243302
Authorised Representative’s ABN: 23089314983

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:

  • ASX Accredited Derivatives Adviser – Tribeca
  • RG146 Investment Planning – Tribeca
  • Retirement Planning course – Paraplanning Professionals

Relevant memberships of professional bodies or industry associations:

Steve Wood is authorised to provide advices on following products:

  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility