Carl Stuart Wade
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007528
- Location
- Toowoomba QLD 4350
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 7 March 2019
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2008); Margin Lending and Geared Investments, Kaplan Professional (2010); Advanced Diploma of Financial Planning, Mentor Education (2015); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2015); Accredited Listed Product Adviser Program (ALPA), Kaplan Professional (2017)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Carl Stuart Wade
On the Financial Advisers Register kept by ASIC, Carl Stuart Wade appears as a current financial adviser in Toowoomba, Queensland, adviser number 001007528.
The licensee Carl advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 7 March 2019.
The register records 2004 as the year Carl first provided financial advice. The qualifications listed for Carl include Diploma of Financial Services (Financial Planning) (Mentor Education, 2008), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Advanced Diploma of Financial Planning (Mentor Education, 2015). Carl is recorded as a member of Financial Advice Association of Australia (FAAA).
Carl is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Carl Stuart Wade a registered financial adviser?
Yes. Carl Stuart Wade is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007528.
Which licensee does Carl Stuart Wade work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Carl Stuart Wade give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.