Financial Adviser
· TOOWOOMBA, QLD
Carl Stuart Wade
No disciplinary history on record with ASIC
TOOWOOMBA,
QLD
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007528
Carl Stuart Wade is a financial adviser based in Toowoomba, Queensland, with 22 years of experience in the financial services industry since 2004. Carl is currently authorised under Capstone Financial Planning, operating through Dc Advice. Carl holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carl's qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Carl is a member of Financial Advice Association of Australia (FAAA).
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 Services (Financial Planning)
Mentor Education
2010
Margin Lending and Geared Investments
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Mentor Education
2015
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2017
Accredited Listed Product Adviser Program (ALPA)
Kaplan Professional
Registration History
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register