Vaughan Woods

Advanced Planning Services Pty Ltd

Gold
21 Yrs Experience
Greenwich, NSW 2065
I am a Chartered Accountant and have worked in financial markets, accounting firms and delivered financial advice solutions to clients for over 25 years. My qualifications include Bachelor of Business and Master of Applied Finance degrees, and I am a SMSF Specialist Advisor with the SMSF Association (formerly SPAA) and an Associate member of the FPA. Our practice provides advice to clients on such issues as considering their retirement options, dealing with large inheritances, complex estate planning to protect the family and those looking for a better way to manage their assets. By listening to clients we can focus on ensuring they have developed their goals, considered their options, and implemented a suitable solution based on modern strategies, low costs and supported by solid academic research. Specialties: Financial Advice, Retirement Planning, SMSF Specialist Advisor, Asset Class Investing, Portfolio Management, Complex Issues, Low Cost Solutions, Estate Planning and Personal Risk Insurance.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Advanced Planning Services Pty Ltd

Suite 103 Level 1, 156 Pacific Highway
Greenwich, NSW 2065

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Wjd Advisory Pty Ltd

AFSL 523727

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.80
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Vaughan has provided me with expert and professional information/advise on my financial matters which included Estate Management, Superannuation and other arears tailored to my particular needs. Vaughan always makes me feel comfortable allowing me the time to ask questions and seek clarity. He genuinely cares about me as a person and as a client. Frequently Vaughan has put in extra effort to achieve agreed goals. He quickly responds to e-mails and phone messages. I feel very confident that Vaughan is aware of the current financial climate and provided me in- depth expert advise in both a ethical and professional manner."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always understands our needs and gives excellent advice without pressure; is always available to answer questions and sends regular reports and updates, both on local and international markets. Cautious, but positive too!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Good discussion around my portfolio risk and super needed to provide my agreed retirement income. Vaughan kept me up to date with the complex changes to super, and how I can take advantage of the opportunities, and avoid some of the big transition issues. Graham 2090"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Been a client of Vaughan's for nearly 10 years. Really helped me to understand the value of salary sacrifice and saving for retirement."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been utilising the services of Vaughan Woods for ten years. I have full confidence in his advice and his recommendations match my wishes as to the degree of exposure. I would encourage my acquaintances to use his service."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
1985

Master of Applied Finance

Level
9 - Masters Degree
Institution
Macquarie University
Completed
1999

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Chartered Accountant

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
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