Lynda Woods
Financial Adviser
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About
Lynda Woods is an ASIC-registered financial adviser based in Surfers Paradise, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive wealth management strategies. With a career spanning several decades, Lynda brings a wealth of knowledge and experience to her role, underscored by a commitment to ongoing professional development. She holds a Diploma of Business from Monash University, a Graduate Certificate in Case Management and Client Service from Deakin University, a Professional Diploma in Stockbroking from Deakin Prime, a Registration Certificate in Tax (financial) advice from the Tax Practitioners Board, and a Graduate Diploma in Stockbroking and Financial Advising from Western Sydney University. Lynda is actively involved in the financial community, serving as Chairman of Moncrieff Executive, a Member of the AICD, and a member of the Stockbrokers and Investment Advisers Association (SIAA). As an authorized financial adviser, Lynda provides expert advice in the following areas: • Superannuation Advice • Wealth Management • Securities Lynda is committed to providing you with a clear and personalised financial roadmap. Contact Lynda today to discuss your financial future and learn how she can help you achieve your goals.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of clients does Lynda Woods typically work with?
Lynda works with a diverse range of clients, including individuals, families, and those managing self-managed super funds, providing tailored financial advice to meet their specific needs and goals.
What qualifications does Lynda Woods have?
Lynda holds a Diploma of Business, a Graduate Certificate in Case Management and Client Service, a Professional Diploma in Stockbroking, a Registration Certificate in Tax (financial) advice, and a Graduate Diploma in Stockbroking and Financial Advising.
What is Lynda Woods' approach to financial planning?
Lynda takes a holistic and personalised approach to financial planning, focusing on understanding each client's unique circumstances, goals, and risk tolerance to develop strategies that are tailored to their individual needs.
Can Lynda Woods help with superannuation advice?
Yes, Lynda is authorized to provide advice on superannuation, including contributions, investment strategies within super, and retirement planning.
How do I get started with Lynda Woods?
To get started, simply contact Lynda to schedule an initial consultation. During this meeting, you'll have the opportunity to discuss your financial goals and learn more about how Lynda can help you achieve them.
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