Wade Britnell
Financial Adviser in Williamstown, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000460738
- Location
- Williamstown VIC 3016
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 3 February 2020
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, Deakin University (1997); Diploma of Financial Services (Financial Planning), Three Sixty (GWM Adviser Services) (2005); Advanced Diploma of Financial Planning, Kaplan Professional (2014); Accredited Listed Product Adviser Program, Kaplan Professional (2017); SMSF Specialist Advisor, SMSF Association (2019); FPC002B, Kaplan Higher Education (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Wade Britnell
Wade Britnell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Williamstown, Victoria (adviser number 000460738).
Wade provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. That authorisation dates from 3 February 2020.
The register records 2007 as the year Wade first provided financial advice. The qualifications listed for Wade include Bachelor of Commerce (Deakin University, 1997), Diploma of Financial Services (Financial Planning) (Three Sixty (GWM Adviser Services), 2005) and Advanced Diploma of Financial Planning (Kaplan Professional, 2014). Wade is recorded as a member of Financial Advice Association of Australia (FAAA).
Wade is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Wade Britnell a registered financial adviser?
Yes. Wade Britnell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000460738.
Which licensee does Wade Britnell work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Wade Britnell 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.