Ashley Woods

Ashley Woods

Desk Assistant

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

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  • 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