Financial Adviser · PERTH, WA

Wade Paul Robinson

PERTH, WA

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001252184

Currently at

Viridian Financial Group

Melbourne, VIC (firm address)

View firm profile

Wade Paul Robinson is a financial adviser based in Perth, Western Australia, with 9 years of experience in the financial services industry since 2017. Wade is currently authorised under Viridian Advisory, operating through Viridian Financial Group. 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 Certified Financial Planner from Financial Advice Association of Australia. 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

Restrictions: Excludes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Commerce (Economics and Finance)

Curtin University of Technology

2016

Advanced Diploma of Financial Planning

Kaplan Education Pty Ltd

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2023

Certified Financial Planner

Financial Advice Association of Australia

Registration History

Viridian Advisory Pty Ltd

Aug 2024 - Present Current

Excludes Self Managed Superannuation Funds

Charter Financial Planning Limited

Jul 2020 - Jun 2024 Ceased

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

Australia And New Zealand Banking Group Limited

Jul 2019 - May 2020 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Mercer Financial Advice (Australia) Pty Ltd

Feb 2017 - Jun 2019 Ceased

Basic deposit products and deposit products other than basic deposit products

Mercer Financial Advice (Australia) Pty Ltd

Apr 2014 - Dec 2016 Ceased

Source: ASIC Financial Advisers Register