Wade Britnell profile photo

Wade Britnell

Kite Financial Services

Gold
17 Yrs Experience
Williamstown, VIC 3016

Since starting our family financial advice business in 2014, I have taken pride in seeing our clients prosper in seeking a brighter financial future. I am a strong believer in the benefits of setting clear financial goals and developing a plan to achieve them.

My approach to financial planning is about delivering you a ‘return on life’ so that you and your family achieve the lifestyle that you want, both now and into the future.

I have extensive experience from 25 years in the financial services industry, including 14 years as a financial adviser.

I like to cut through the jargon and explain complex financial concepts to you in a way that is easy to understand. I aim to educate clients along the journey to make you more financially literate.

I have been an authorised Financial Planner since 2007, with extensive experience in retirement planning, superannuation, social security, investments, and insurance.

I have a Bachelor of Commerce and Advanced Diploma of Financial Planning, ensuring the professional qualifications necessary to help you.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Bachelor of Commerce (Economics, Marketing and Management)
  • Language spoken
    • English

Kite Financial Services

Suite 3, 12-16 Parker St
Williamstown, VIC 3016

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459