Wade McEvoy
Wealth Collective Financial Advice
Wealth Collective Financial Advice was founded in 2019 with one end in mind - financial advice done differently.
No BS. No product pushing. No hard sell.
Our process is simple.
We help you get crystal clear on your goals, look at where you are now, where you want to be and what's stopped you getting there.
We then research and model your options and create a detailed road map that balances financial structure, money success and lifestyle.
Our clients have more confidence, clarity and peace of mind, because the strategies we help them implement get results fast.
Wade holds a Bachelor of Commerce (majoring in Accounting & Finance), an Advanced Diploma in Financial Services (Financial Planning), as well as Certified Financial Planner (CFP).
He is a member with the Financial Planning Association (FPA) and Tax Practitioners Board.
He is also a Platinum adviser on independent ratings website Adviser Ratings, with an average Customer Rating of 99%.
Expertise
My fees
All fees will be discussed in the initial free consultation so you can gauge whether you want to continue with the process
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 27
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Bachelor of Commerce (Accounting)
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Language spoken
- English
Wealth Collective Financial Advice
67 Howe StOsborne Park, WA 6017
Meeting methods
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In person
Licensed by
Wealth Collective Adviser Services Pty Ltd
AFSL 538833
