Financial Adviser · MILTON, QLD

Adam Alexander Wade

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000315371
Currently at
Brisbane Adelaide Street, QLD

Adam Alexander Wade is a financial adviser based in Milton, Queensland, with 19 years of experience in the financial services industry since 2007. Adam is currently authorised under Hunter Green. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Advanced Diploma.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Planning
Kaplan Professional Education
2012
Advanced Diploma
2015
Self Managed Superannuation Funds
Kaplan
2016
ALPA
Kaplan

Registration History

Mar 2025 - Present Current
Jul 2023 - Feb 2025 Ceased
Sep 2019 - Jun 2023 Ceased
MAGNITUDE GROUP PTY LTD
Jun 2015 - Sep 2019 Ceased
GWM ADVISER SERVICES PTY LTD
Oct 2007 - Jun 2015 Ceased

Source: ASIC Financial Advisers Register