Talk to sales Try for Free
Ashley Woods

Ashley Woods

Desk Assistant

Followers of Ashley Woods773 followers
location of Ashley WoodsMelbourne, Victoria, Australia

Connect with Ashley Woods to Send Message

Connect

Connect with Ashley Woods to Send Message

Connect

  • Timeline

  • About me

    Financial Adviser at Woods & Partners

  • Education

    • Camberwell Grammar School

      2002 - 2005
      Victorian Certificate of Education 89.05

    • Haileybury College

      2000 - 2001

    • Deakin University

      2006 - 2009
      Bachelor of Commerce (B.Com.) Finance, Financial Planning, eBusiness

  • Experience

    • Stockbroking Co.

      Jun 2010 - Jun 2011
      Desk Assistant

      - Direct equity advisory and dealing services to private and institutional clients, including equity research, portfolio construction & management, client relationship management, and trade execution.

    • AES International

      Jul 2011 - Jun 2013
      Investment Analyst

      - Investment Research & Due Diligence- Model Portfolio Construction, Management & Reporting.- Exporting UK best practice portfolio management and investment advice to advisers in offshore markets by providing analytical support, research ideas and general commentary on global investment markets and products.

    • Woods & Partners

      Jul 2013 - now
      Financial Adviser

      - Providing strategic advice to private clients, families, and not-for-profit organisations on a wide range of investment and financial planning considerations. Melbourne based, servicing clients in all Australian states.

  • Licenses & Certifications

    • Tax (Financial) Adviser

      Tax Practitioners Board

    • RG146: Equities & Investment Analysis, Superannuation, Financial Planning & Margin Lending

      ASIC

    • AustralianSuper Accredited Financial Adviser

      AustralianSuper

    • Financial Planner AFP®

      Financial Planning Association of Australia
      Jul 2014

  • Honors & Awards

    • Awarded to Ashley Woods
      Finalist - Investment Adviser of the Year ifa Excellence Awards Sep 2018
    • Awarded to Ashley Woods
      Finalist - Financial Adviser of the Year Young Leaders in Finance Awards Jun 2018
    • Awarded to Ashley Woods
      Finalist - Client Service of the Year (Individual) ifa Excellence Awards Sep 2017