Kim Wood
Financial Adviser
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About
Kim Wood is an ASIC-registered financial adviser based in East Brisbane, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a Diploma of Financial Services (Financial Planning) from Tribeca (Kaplan Professional) obtained in 2007, a Graduate Certificate in Financial Planning from Griffith University in 2018, and a FNS40815 Certificate IV in Finance and Mortgage Broking from Mentor Education completed in 2021, Kim possesses a strong educational foundation. Further enhancing her expertise, Kim completed the SuperConcepts Specialist SMSF Course at The University of Adelaide in 2025. As a member of the Association of Independently Owned Financial Professionals (AIOFP) and the SMSF Association, Kim adheres to the highest professional standards, ensuring clients receive ethical and reliable advice. Kim is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Kim Wood today for a consultation and personalised financial plan tailored to your unique needs and aspirations.
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Frequently Asked Questions
What services does Kim Wood offer?
Kim Wood provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management strategies, retirement planning guidance and investment advice. These services are designed to help you achieve your financial goals, no matter where you are in life.
What qualifications does Kim Wood have?
Kim Wood holds a Diploma of Financial Services (Financial Planning), a Graduate Certificate in Financial Planning and a Certificate IV in Finance and Mortgage Broking. Kim has also completed the SuperConcepts Specialist SMSF Course, demonstrating a commitment to ongoing professional development and expertise.
What is Kim Wood's approach to financial planning?
Kim Wood takes a personalised approach to financial planning, working closely with each client to understand their unique circumstances, goals, and risk tolerance. This allows Kim to develop tailored strategies that align with your individual needs and aspirations.
How can Kim Wood help me with my retirement planning?
Kim Wood can assist you with all aspects of retirement planning, from setting retirement goals and estimating your retirement income needs to developing strategies for maximizing your superannuation and other investments. Kim can also provide guidance on transitioning to retirement and managing your finances in retirement.
What should I expect during my first meeting with Kim Wood?
During your first meeting with Kim Wood, you can expect a friendly and professional consultation where Kim will take the time to understand your financial situation, goals, and concerns. Kim will explain the financial planning process and discuss how she can help you achieve your objectives. There is no obligation to proceed after the initial consultation.
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