Financial Planner Profile

Name: Michael Wood

Qualifications: Bachelor of Business
Advanced Diploma of Financial Services (Financial Planning)

Michael has had a passion for Financial Planning and assisting people to reach their financial goals since completing his Honors in Commerce at Victoria University of Wellington in 1997 and his Advanced Diploma in Financial Planning. Michael has been a Financial Planner in Australia since 1999.

After dealing with both high net worth clients and mums and dads for more than 8 years, in late 2007 Michael decided to use both his academic knowledge and experience with his wide range of Australian clients to open his own business.

Since then he has grown to offer a holistic Financial Planning service assisting clients from all walks of life.

Michael Wood and his team now services hundreds of clients who have all been referred by happy clients, which is testament to the service Michael prides himself in

Financial Planning Services:

  • Retirement Planning
  • Superannuation
  • Financial Planning

Products offered: