Wade
Robinson

With over 10 years of diverse experience in financial planning, spanning both boutique firms and global financial institutions. His extensive background equips him to guide clients through complex financial landscapes, helping them make informed decisions that align with their long-term goals.

Wade understands that the path to financial independence can be challenging and unique for every individual. His approach is to deliver a tailored, comprehensive advisory service that simplifies the complex. Wade’s focus is on creating customized strategies that not only meet immediate financial needs but also support sustainable wealth accumulation over time.

Recognizing that each client’s financial situation is distinct, Wade is dedicated to offering personalised insights and practical advice across all aspects of financial management. His goal is to empower clients to make deliberate financial choices that reflect their personal values and objectives. Wade’s expertise extends to guiding clients through investment cycles, identifying risks, and mitigating potential financial setbacks. He also stays ahead of legislative changes and economic shifts, ensuring that clients are well-prepared for the future.

In addition, Wade collaborates with other professionals, including accountants, lawyers, and finance experts, to provide a well-rounded and thorough financial planning experience.

Wade is also involved with the Cancer Council to provide advice and support via the Pro Bono Community Program.

Qualifications:

• Certified Financial Planner (CFP®)
• Bachelor of Commerce – Finance and Economics
• Advanced Diploma of Financial Planning
• FASEA Compliant

Memberships and associations:

•  Financial Advice Association of Australia (FAAA)