Greg Woods
AFP®, BSc, SA Fin - Financial Adviser Authorised Representative - ARN: 277359
Fiducian Financial Services Randwick
NSW - Metropolitan
- greg.woods@fiducianfs.com.au
- Phone
- 02 9310 0144
- Address
-
1/99 Albion Street, Randwick NSW 2031
PO Box 846, Matraville, NSW 2036
About Greg Woods
What distinguishes Greg Woods from other Financial Planners is his sound understanding of financial strategies, from wealth creation through to wealth preservation. Whether you are in the early stages of wealth accumulation, have a family you want to provide for and protect or if are planning your retirement, Greg can help you achieve your lifestyle and financial goals.
His firm belief is that through establishing and maintaining relationships and building absolute confidence and trust with his Clients, he provides a superior financial planning service.
Greg holds a Bachelor of Science Degree and completed a Diploma of Financial Advising with the Securities Institute of Australia. He is a Senior Financial Planner who has over 25 years’ experience within the Financial Services Industry, with the last 10 years spent working with the world’s largest bank in their Wealth Management Division.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Greg Woods
What distinguishes Greg Woods from other Financial Planners is his sound understanding of financial strategies, from wealth creation through to wealth preservation. Whether you are in the early stages of wealth accumulation, have a family you want to provide for and protect or if are planning your retirement, Greg can help you achieve your lifestyle and financial goals.
His firm belief is that through establishing and maintaining relationships and building absolute confidence and trust with his Clients, he provides a superior financial planning service.
Greg holds a Bachelor of Science Degree and completed a Diploma of Financial Advising with the Securities Institute of Australia. He is a Senior Financial Planner who has over 25 years’ experience within the Financial Services Industry, with the last 10 years spent working with the world’s largest bank in their Wealth Management Division.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility