Garrett Woods

Constellation Financial Planning Pty Ltd

Silver
6 Yrs Experience
Baulkham Hills, NSW 2153

Garrett began his career working in his family’s accounting business assisting individuals, small businesses, and self-managed superannuation funds. This equipped Garrett with a strong foundation in taxation, different legal structures for business, and the messy world of small business.

Preferring the forward-thinking nature of financial planning and seeing the impact long-term planning could have on everyday Australians' financial well-being. He joined Constellation in 2016 and became a licensed adviser in 2018. Garrett is now a partner at Constellation Financial Planning to further align himself with his clients.

Garrett assists clients to across the entire wealth journey, from just starting out, all the way through to navigating the complexities of retirement. Ultimately, the goal is for each client to have a tailored and realistic plan to help them live the life they want.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer a free initial consultation because we want to have a good understanding of your requirements and how we can help so we can ensure the benefits you receive from our advice will far outweigh the costs. After you're initial consultation, we'll provide a quote for our services and you can then decide if we're the right fit for you.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.96
  • Number of reviews 13
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Constellation Financial Planning Pty Ltd

Suite 416, 2-8 Brookhollow Ave
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Securities

AFSL 246638