Thomas Alexander Wade – Financial Adviser

Adviser identifying number: 1240845
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: PRIVATE WEALTH PTY LTD
Licence number: 320404
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 08/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 320404
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training: Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

Thomas Alexander Wade is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility