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.
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.
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!
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
Been a client of Vaughan's for nearly 10 years. Really helped me to understand the value of salary sacrifice and saving for retirement.
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.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2001
- Years of experience 22
- Master of Applied Finance
Advanced Planning Services Pty LtdLevel 13 Suite 13.03, 213 Miller St
North Sydney, NSW 2060
- 9:00am – 5:00pm Monday – Friday
Wjd Advisory Pty Ltd