Suzie Wood

Sovereign Wealth Financial Pty Ltd

Gold
18 Yrs Experience
Hollywell, QLD 4216

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Sovereign Wealth Financial Pty Ltd

374 Bayview St
Hollywell, QLD 4216

Opening hours

  • 8:00am – 3:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

Licensed by

Regal Advice Pty Ltd

AFSL 531931

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"'Suzie has given me advice on my superannuation and life insurance needs. Suzie explain things to me clearly so I understood. Through Suzie's knowledge and experience, I feel very confident that the advice given was right for my needs. I have no hesitation in recommending Suzie.'"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2003

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2019

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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