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WC

Wayne Clark

Financial Adviser

Alpha Consulting Group (FP) Pty Ltd / Alpha Consulting Group
Castle Hill, NSW 2154

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About

Wayne Clark is an ASIC-registered financial adviser dedicated to helping individuals and families in Castle Hill and across Australia achieve their financial goals. With a career spanning over three decades, Wayne combines extensive academic qualifications with practical experience to provide comprehensive and tailored financial advice. Wayne's credentials include an Associate Diploma of Business (Accounting) from TAFE NSW, a Bachelor of Financial Administration (Accounting) from the University of New England, a Diploma of Finance and Mortgage Broking Management from the Institute of Strategic Management, and a Graduate Diploma of Financial Planning from Kaplan Higher Education. He also holds certifications in Margin Lending & Geared Investments from Kaplan Professional. As a testament to his commitment to professionalism, Wayne is a member of the Institute of Public Accountants (IPA) and The Tax Institute. Authorised to advise on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning, Wayne is well-equipped to guide you through every stage of your financial journey. He can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Wayne Clark today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement income planning Wealth accumulation Risk management Insurance solutions Investment advice

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000227232

Verify on ASIC Register

Authorised Representative Number

000231984

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Wayne Clark offer?

Wayne Clark specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He provides comprehensive financial advice tailored to your individual needs and goals.

What qualifications does Wayne Clark hold?

Wayne Clark holds an Associate Diploma of Business (Accounting), a Bachelor of Financial Administration (Accounting), a Diploma of Finance and Mortgage Broking Management, and a Graduate Diploma of Financial Planning. He also has certifications in Margin Lending & Geared Investments.

How does Wayne Clark approach financial planning?

Wayne Clark takes a client-centered approach, focusing on understanding your unique circumstances and goals. He develops personalized financial plans designed to help you achieve your objectives, providing ongoing support and guidance along the way.

What can I expect during my first consultation with Wayne Clark?

During your initial consultation, Wayne will discuss your financial situation, goals, and concerns. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity for you to get to know Wayne and determine if he is the right financial advisor for you.

Is Wayne Clark registered and qualified to provide financial advice in Australia?

Yes, Wayne Clark is an ASIC-registered financial adviser. He holds the necessary qualifications and licenses to provide financial advice in Australia and adheres to the highest ethical and professional standards.

Get in Touch

Contact Wayne directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.