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