Financial Adviser
· VIRGINIA, QLD
Thomas Alexander Wade
No disciplinary history on record with ASIC
VIRGINIA,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240845
About Thomas Alexander Wade
Thomas Alexander Wade is a financial adviser based in Virginia, Queensland, with 10 years of experience in the financial services industry since 2016. Thomas is currently authorised under Australian Mortgage And Financial Advisers, operating through Team Wealth. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Kaplan
2019
Graduate Certificate in Financial Planning
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
PRIVATE WEALTH PTY LTD
Advice must be supervised by Carolyn Bindon or Scott Guildford until 8th April 2017
Source: ASIC Financial Advisers Register