SARAH WOOD

Sarah Wood Certified

About

ActInvest is a Financial Advisory practice focused on helping clients to be in the best financial position they can be for their future. We believe that empowering people to take control of their investments leads to better financial, social, economic and environmental outcomes. Sarah specialises in providing investment solutions that meet the needs, objectives and ethical investment preferences of her clients. This investment approach includes applying environmental, social and governance integration, screening of companies (e.g. Fossil Fuel companies), sustainability themed investments (e.g. clean energy funds), engaging actively with companies and making impact investments.

Sarah Wood holds a Bachelor of Business from the Queensland University of Technology, a Bachelor of Laws from Southern Cross University, a Diploma of Financial Planning and is the Butterworths Book prize recipient for Business Law at the Queensland University of Technology. Sarah was formerly the West Australian Genxt Co Chair for the Association of Financial Advisers, is a current member of the Responsible Investment Association Australasia and is registered with the Tax Practitioners Board. Sarah has over 10 years experience in the Financial Services Industry and formed ActInvest, specialists in responsible investment financial planning advice in 2012.

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes:

  • Australian Ethical Australian Shares Fund (Wholesale)
  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an advis

Contact Information

Contact: Sarah Wood

Email: sarah@actinvest.com.au

Phone: 0431 299 707

Website: www.actinvest.com.au

Mailing Address: 44-46 Harbour Drive Coffs Harbour NSW 2450

Address: 44-46 Harbour Drive Coffs Harbour NSW 2450