Financial Adviser
· WILLIAMSTOWN, VIC
Wade Britnell
No disciplinary history on record with ASIC
WILLIAMSTOWN,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000460738
Wade Britnell is a financial adviser based in Williamstown, Victoria, with 19 years of experience in the financial services industry since 2007. Wade is currently authorised under Personal Financial Services. Wade holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wade's qualifications include a Bachelor of Commerce. Wade 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
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
2005
Diploma of Financial Services (Financial Planning)
Three Sixty (GWM Adviser Services)
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2019
SMSF Specialist Advisor
SMSF Association
2022
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register