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Wade Ritchie
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Wade Ritchie
Private Client Adviser
Email:
wade.ritchie@sfg.com.au
Phone:
03 9649 2400
Wade Ritchie is a private client adviser with Shadforth. He has been providing financial planning advice since 2002 and moved to Melbourne in 2005 from Mackay, Queensland.
Wade is a Certified Financial Planner™ practitioner which is the highest qualification in the financial planning profession. He also holds the LRS® Life Risk Specialist designation, a Master of Personal Financial Planning, a Diploma of Financial Planning and, a Bachelor of Engineering (Mechanical) with first class honours.
Wade has been named the top ranked adviser in Australia for 2012 in the prestigious AFR Smart Investor Top 50 Masterclass for Financial Planning. Wade was also named in the AFR Smart Investor Masterclass for Financial Planning in 2008 and 2010. His other achievements include a university medal for academic results in his Bachelor of Engineering and becoming a justice of the peace.
Wade experiences great personal satisfaction from assisting clients to achieve what is important to them through the implementation of quality advice and the clear and precise communication of complicated topics.
He specialises in the development of strategic comprehensive advice to executives and professionals in the areas of superannuation, taxation, wealth management, insurance, executive remuneration and retirement planning.
Client Endorsements
"Wade’s expertise and knowledge of financial markets is first class which makes us very comfortable with his recommendations to help us realise our financial objectives."
Iljac and Joan Aljitovic
Altona, Victoria
"Wade Ritchie helps us realise our financial objectives by giving us precise advice at our regular meetings. He is always there to explain situations that may arise from time to time regarding our finances. We have extreme confidence in his assessments."
Barry and Maureen Lake
Donvale, Victoria
"Wade has worked closely with us over the last few years to ensure we are on track to being financially secure in our retirement. Being in our mid 30s, we can rest easy knowing we have a retirement plan and all the insurances in place to protect our young family."
Kristine Galea
Hillside, Victoria