Wade Croome
Financial Adviser in Mount Hawthorn, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340595
- Location
- Mount Hawthorn WA 6016
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 23 October 2024
- First provided advice
- 2004
- Qualifications
- Bachelor of Arts, University of Western Australia (2002); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending & Geared Investments, Kaplan Professional (2011); FPC001B Economic and Legal Context for Financial Planning, Kaplan Professional (2023); Taxation for Financial Planning FPC006, Kaplan Professional (2023); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
- Tax (financial) advice
- Yes
- Register status
- Current
About Wade Croome
On the Financial Advisers Register kept by ASIC, Wade Croome appears as a current financial adviser in Mount Hawthorn, Western Australia, adviser number 000340595.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 23 October 2024.
According to the register, Wade first provided financial advice in 2004. The qualifications listed for Wade include Bachelor of Arts (University of Western Australia, 2002), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Margin Lending & Geared Investments (Kaplan Professional, 2011).
Wade 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.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Wade Croome a registered financial adviser?
Yes. Wade Croome is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340595.
Which licensee does Wade Croome work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Wade Croome 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."