Financial Adviser · EAST BRISBANE, QLD

Kim Holmes Wood

EAST BRISBANE, QLD
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000333702
Currently at
Sydney, NSW (firm address)

Kim Holmes Wood is a financial adviser based in East Brisbane, Queensland, with 17 years of experience in the financial services industry since 2009. Kim is currently authorised under Havana Financial Services, operating through Antea Fs. Kim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kim's qualifications include a Diploma of Financial Services (Financial Planning) from Tribeca (Kaplan Professional). Kim is a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Tribeca (Kaplan Professional)
2018
Graduate Certificate in Financial Planning
Griffith University
2021
FNS40815 Certificate IV in Finance and Mortgage Broking
Mentor Education
2025
SuperConcepts Specialist SMSF Course
The University of Adelaide

Registration History

Apr 2026 - Present Current
Jul 2023 - Apr 2026 Ceased
Jan 2023 - Jun 2023 Ceased
Superannuation excludes SMSF Advice
Oct 2022 - Dec 2022 Ceased
Advice on Superannuation excludes SMSF
Dec 2019 - Sep 2022 Ceased
Dec 2018 - Aug 2019 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
MY ADVISER PTY LTD
Mar 2010 - Aug 2014 Ceased
SENTRY FINANCIAL PLANNING PTY LTD
Jan 2009 - Mar 2010 Ceased
WEALTHSURE PTY LTD
Aug 2006 - Nov 2008 Ceased

Source: ASIC Financial Advisers Register