Data sourced from ASIC Financial Advisers Register
Financial Adviser · MOUNT HAWTHORN, WA

Wade Croome

22 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000340595

Wade Croome is a financial adviser based in Mount Hawthorn, Western Australia, with 22 years of experience in the financial services industry. Wade is currently authorised under Capstone Financial Planning Pty Ltd. 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 Bachelor of Arts from University of Western Australia.

Authorised to Advise On

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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Arts
University of Western Australia
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending & Geared Investments
Kaplan Professional
2023
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2023
Taxation for Financial Planning FPC006
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Oct 2024 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
Millennium 3 Financial Services Pty Ltd
Nov 2017 - Oct 2024 Ceased
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Commonwealth Financial Planning Limited
Sep 2009 - Nov 2017 Ceased
Not authorised to provide personal advice on Securities

Source: ASIC Financial Advisers Register