Since starting his career in 2004, Wade has developed a passion for assisting his clients to reach their financial goals and objectives. With his significant and in-depth knowledge of Australia's financial systems, he is able to explain complex concepts in a simple way and ensure the right advice is provided and implemented for each client's unique and personal circumstances. Wade prides himself on his ongoing partnerships and being there for the changes and challenges in every client's life, both expected and unexpected.
Wade is an active member of the Association of Financial Advisers and holds a Bachelor of Arts degree as well as his Diploma Financial Services (Financial Planning). Wade’s focus is providing quality advice in areas relating to wealth creation, superannuation and retirement strategies and personal insurance.
In his spare time he loves to surf, travel, play sports and hang out with his wife Meghann and two children (not in that order).
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Stepwise Financial Planning Pty Ltd
Suite 4, 160 Scarborough Beach RdMount Hawthorn, WA 6016
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135