Our Advisers

 
John Wood
John is a member of the IFA (Institute of Financial Advisers), and is therefore bound by the ethics, practice and disciplinary standards contained in the IFA Code of Ethics and Professional Conduct and supporting Bylaws.

John’s Qualifications are:

  • Certified Financial Planner (CFP)
  • Diploma Business Studies – Financial Planning Endorsement (Massey) 1998
  • Bachelor of Arts (Canterbury) 1978
  • Diploma in Teaching (Canterbury) 1977
“The Certified Financial Planner, or CFP, designation is considered the gold standard… CFP’s are required to be knowledgeable about financial planning topics including insurance, employee benefits, investments, taxes, and retirement and estate planning.”
The Wall Street Journal
Personal Finance section
January 28-29, 2006


John commenced his career in the financial services industry in 1987 and formed John Wood & Associates Ltd six years later.

John has extensive financial industry experience and holds the international designation, of a Certified Financial Planner (CFP) along with a Diploma in Business Studies (Massey), Bachelor of Arts Degree (Canterbury) and a Diploma in Teaching.

John has shared his professional experience in many ways, both at a community and professional level. He has presented at a number of financial conferences throughout the country and spent nine years on the AXA Advisers Board where he had two years as President.

John and his wife Jo enjoy family life with their three children Nicholas, Bradley and Natalie. He is also active in a number of community activities including President of Victoria Park Raceway, and member of the local Lions club.

A keen sports person you’ll often find John in the outdoors enjoying the West Coast environment pursuing his love of running and mountain biking.

In accordance with the provisions of the Securities Markets Act 1988 and the Securities Markets (Investment Advisers and Brokers) Regulations 2007 this Disclosure Statement provides you with information and answers to questions about me.

To read a copy of my Disclosure Document
 
John Wood







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