Lynda Woods

MSIAA
Private Wealth Adviser

Background

Since 2005, Lynda has worked as a financial adviser for international investment houses managing over $250 million. Her role provides access to the latest trends in global finance, markets, and currency movements.

Her specialties include risk profiling, asset allocation, and tailored portfolio design to suit each client’s stage of life and individual needs. She also has a strong passion for and experience in philanthropic advisory services.

Lynda holds qualifications in all areas of financial planning and stockbroking with expertise in self-managed super funds (SMSFs), retirement planning and aged care.

In addition to her advisory work, Lynda delivers daily finance updates on ABC Radio Gold Coast. She serves as Vice Chair for several not-for-profit and government organisations, and is a former committee member of the Business Advisory Committee for the Commonwealth Games Bid 2018.

For over 15 years, Lynda was Chair and Campaign Director for Steven Ciobo, the former Federal Parliamentary Minister for Trade and Investment. She has also been a proud Master Practitioner Member of the Stockbrokers and Investment Advisers Association since 2015.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Graduate Diploma in Stockbroking & Financial Advising, Western Sydney University
  • Diploma of Financial Services (Financial Planning), FINSIA
  • Graduate Certificate of Case Management & Client Service, Deakin University

Certifications

  • SMSF Best Practice
  • Master Practitioner Member, Stockbrokers and Investment Advisers Association (SIAA)

Areas of Advice

  • Asset Allocation
  • Financial Advice
  • Investment Strategies
  • Retirement Planning
  • Superannuation & SMSF

Office

Gold Coast
Level 7 / 50 Appel St Surfers Paradise QLD 4217
(07) 5557 3333
goldcoast@ords.com.au

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