Private Client Adviser
Wade is a Private Client Adviser in the Melbourne office for the Shadforth Financial Group.
Education and experience
Wade is a CERTIFIED FINANCIAL PLANNER® practitioner, the highest certification in the financial planning profession. He also holds the LRS® Life Risk Specialist designation, a Diploma of Financial Planning, a Master of Personal Financial Planning and a Bachelor of Engineering (Mechanical) degree with first class honours.
Wade was named the top-ranked adviser in Australia for 2012 in the prestigious AFR Smart Investor Top 50 Masterclass for Financial Planning. He was also named in the top 50 of theAFR Smart Investor Masterclass for Financial Planning in 2008, 2010 and 2013. His otherachievements include a university medal for academic results in his Bachelor of Engineeringdegree and becoming a Justice of the Peace.
Wade has been providing financial planning advice since 2002 and moved to Melbourne in 2005 from Mackay, Queensland. Wade experiences great personal satisfaction when assisting clients to achieve what is important to them through the implementation of high quality adviceand effective communication of complicated strategic issues.
He specialises in the development of comprehensive strategic advice to executives, professionals and retirees in the areas of cash flow modelling, superannuation, taxation, wealth management, insurance and retirement planning.
Outside of work
Away from work, Wade enjoys running, playing touch football and enjoying time with his wife and young daughter.