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Tamsin Wood

Yield Financial Planning

Gold
11 Yrs Experience
Surrey Hills, VIC 3127

Tamsin possesses a wealth of experience and expertise with over 13 years experience in Financial Services Industry including Accounting,

Stockbroking and Financial Planning. Her commitment to helping clients achieve their financial goals is unmatched, and she takes great pride in building strong, long-lasting relationships based on trust, transparency, and mutual respect.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Yield Financial Planning

Suite 4, Level 1, 670 Canterbury Rd
Surrey Hills, VIC 3127

Licensed by

Lifespan Financial Planning

AFSL 229892