The Financial Planning Association of Australia The Financial Planning Association of Australia

Vaughan Woods, AFP®


Name Vaughan Woods AFP®
Company Advance Planning Services Pty Ltd
Address Lev 1
Suite 103
156 Pacific Hwy
St Leonards, NSW 2065
Phone 02 94363188
Website advancedplanningservices.amp.com.au/

My aim is to assist you to meet your financial goals by delivering quality financial services that are appropriate, affordable and understandable.

I am a Chartered Accountant and have worked in financial markets and accounting firms for the past 21 years. I hold Bachelor of Business and Master of Applied Finance degrees.

Qualifications
.Chartered Accountant, designated Financial Planning Specialist
.Master of Applied Finance, Macquarie University
.Bachelor of Business, Curtin University
Associate, Financial Planning Association of Australia Ltd
.SMSF Specialist Advisor TM

Experience
.Audit Manager for 2 years
.Computer consultant for 2 years
.Derivative accountant for 3 years
.Risk Manager, US merchant bank, for 5 years
.Financial Planning 12years

I can provide advice on:
* Investments and strategic asset allocation
* Budget and cashflow management
* Debt management (including borrowing for
personal and investment purposes)
* Salary packaging
* Superannuation strategies, SMSF's and retirement planning
* Personal insurance
* Estate planning
* Centrelink and other government benefits
* Ongoing advice and services, including regular portfolio reviews

In particular we specialise in:
Personal super
SMSF
Investment portfolio construction
Retirement planning
Budget planning
Debt management
Centrelink benefits
Salary packaging
Insurance (life cover, disability / TPD,
income protection and trauma)
Estate planning
Deposit products

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