Brian Woods

Chartered Financial Practitioner Specialist in Business Succession & Transition

Brian Woods is a FchFP Chartered Financial Practitioner, and FPA Accredited Financial Strategist with over 30 years industry experience, and holds an Advanced Diploma in Financial Planning. Brian is also one of the few Advisers in WA to have achieved the right to display the Quality Advice Logo. He has also completed the Elite Adviser Program and assumed a role on the State Committee for Education in WA. His present focus is now as a representative of the AFA National Strategy team developed to deliver an education solution for the complete advice team, advisers and support, including the adviser as an adviser, and/or a businessman.

A successful and established business Principal in his own right, Brian specialises in working with directors and senior staff of Small and Medium Businesses. His aim is to help them develop and implement integrated and overarching strategies that ensure they meet their own business and personal financial goals.

Brian has been invited to speak at several specialist SME Risk, Business Succession and Transition, and Estate Planning Seminars where he has presented advanced strategies about SME business risk management.

Now residing in Perth, Brian is an avid sportsman who is always trying to keep his golf handicap in single digits, and loves all things fishing and diving. Brian is also a proud family man and a passionate West Coast Eagles Supporter.

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