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Vaughan Woods

Financial Planner | Director | Founder at Advanced Planning Services Pty Ltd
Intro Book
Experienced financial planner and advisor with expertise in retirement planning, wealth management, and financial services.
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Location
Lavender Bay, New South Wales, Australia, AU
Skills
  • Retirement Planning
  • Financial Services
  • Financial Advisory
  • Portfolio Management
  • Investments
  • Show all
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Bio

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Vaughan Woods is a seasoned financial professional with 21+ years of experience in retirement planning, financial services, and wealth management. He holds various certifications, including Chartered Accountant, Associate Financial Planner, and SMSF Specialist Advisor. He has worked at prominent companies like JPMorgan, RSM Bird Cameron, and Advanced Planning Services Pty Ltd.

Credentials

  • Dimensional Fund Advisors
    Dimensional Fund Advisors
    Feb, 2013
    - Apr, 2026
  • Associate Financial Planner
    Financial Planning Association of Australia.
  • Chartered Accountant - Financial Planning Specialist
    Institute of Chartered Accountants in Australia
  • SMSF Specialist Advisor TM
    SMSF Association (formerly SPAA)

Experience

  • Advanced Planning Services Pty Ltd
    • North Sydney, Sydney, NSW
    • Financial Planner | Director | Founder
      • Dec 2002 - Present
      • North Sydney, Sydney, NSW

      We are a privately owned and managed business based in Sydney providing personal financial advice in such areas as:Financial Advice, Wealth Creation, Superannuation, Retirement Planning, SMSF,Asset Class Investing, Investing, Portfolio Management, Complex Financial Issues,Low Cost Investment Solutions, Estate Planning, & Personal Risk Insurance.

  • JPMorgan
    • London, Tokyo, Sydney
    • Vice President
      • 1995 - 2002
      • London, Tokyo, Sydney

      Accountant, Derivative Risk Manager & Trader

  • RSM Bird Cameron
    • Perth, Australia
    • Accountant
      • 1990 - 1994
      • Perth, Australia

      Auditor & computer consultant.

Education

  • 1997 - 1998
    Macquarie University
    Master of Applied Finance, Banking, Corporate, Finance, and Securities Law
  • 1988 - 1988
    Institute Of Chartered Accountants of Australia
    Accounting & Finance
  • 1983 - 1986
    Curtin University of Technology
    Bachelor of Business, Accounting and Finance

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