Simon Wood
Financial Adviser
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About
Simon Wood is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a strong educational foundation including a Bachelor of Business (Hons) from La Trobe University (1999) and a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia (2003), Simon brings a wealth of knowledge and experience to his practice. Simon holds ADA Level 1 & 2 from the ASX (2003) and Margin Lending Accreditation from the Stockbrokers Association of Australia (2011), ensuring he remains up-to-date with the latest industry standards and practices. He is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives, government debt securities, and foreign exchange. Simon is committed to providing tailored solutions to meet each client's unique needs. His key services include: • Superannuation advice • Wealth management • Investment strategies • Securities trading • Derivatives trading Ready to take control of your financial future? Contact Simon Wood today for a consultation and let him help you build a secure and prosperous tomorrow.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Simon Wood offer?
Simon Wood is authorized to provide advice on superannuation, wealth management, securities, derivatives, government debt securities, and foreign exchange. He can help you create a tailored financial plan to achieve your specific goals.
What are Simon Wood's qualifications?
Simon Wood holds a Bachelor of Business (Hons) from La Trobe University, a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia, ADA Level 1 & 2 from the ASX, and Margin Lending Accreditation from the Stockbrokers Association of Australia.
What can I expect during my first consultation with Simon Wood?
During your initial consultation, Simon will take the time to understand your financial situation, goals, and risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps.
How does Simon Wood stay up-to-date with the latest financial regulations and industry trends?
Simon is committed to ongoing professional development and holds relevant industry accreditations, ensuring he remains informed about the latest changes in the financial landscape. He leverages his knowledge to provide clients with compliant and effective advice.
Does Simon Wood specialize in advising a particular type of client?
Simon Wood works with a diverse range of clients, including individuals and families. His personalized approach means he can tailor his advice to suit your specific needs and circumstances.
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