Financial Adviser · GEELONG WEST, VIC

Wade Vautier

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001007809

Wade Vautier is a financial adviser based in Geelong West, Victoria, with 11 years of experience in the financial services industry. Wade is currently authorised under Akumin Financial Planning Pty Limited. Wade holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Diploma of Financial Planning
Investment Banking Institute (IBI)
2016
Advanced Diploma of Financial Planning
Integrity Education Group
2020
Certificate IV in Finance and Mortgage Broking
The National Finance Institute
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Apr 2015 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register