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Wade Croome

Financial Adviser

Stepwise Financial Planning Pty Ltd
Mount Hawthorn, WA 6016

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About

Wade Croome is an ASIC-registered financial adviser based in Mount Hawthorn, Western Australia, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive planning. Wade's commitment to excellence is demonstrated through his qualifications, including a Bachelor of Arts from the University of Western Australia (2002), a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2010), and a Graduate Diploma of Financial Planning also from Kaplan Professional (2024). He further enhanced his expertise with certifications in Margin Lending & Geared Investments (2011) and advanced financial planning studies in 2023. Wade is authorised to provide advice on a broad range of financial products, ensuring that clients receive well-rounded support. His areas of expertise include superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance planning • Wealth management • Retirement planning • Investment advice Wade's client-centric approach focuses on understanding individual needs and providing clear, actionable strategies to build financial security and achieve long-term success. Contact Wade today to schedule a consultation and take the first step towards a brighter financial future.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000223135

Verify on ASIC Register

Authorised Representative Number

000340595

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Wade Croome offer?

Wade Croome specialises in providing advice on superannuation, insurance, wealth management, retirement planning, and investment strategies. He is authorised to provide advice on a range of financial products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Wade Croome have?

Wade holds a Bachelor of Arts from the University of Western Australia, a Diploma of Financial Services (Financial Planning), Margin Lending & Geared Investments certification, FPC001B Economic and Legal Context for Financial Planning, Taxation for Financial Planning FPC006, and a Graduate Diploma of Financial Planning from Kaplan Professional.

How does Wade Croome approach financial planning?

Wade takes a client-centric approach, focusing on understanding each client's unique circumstances and financial goals. He develops tailored strategies to help clients achieve financial security and long-term success.

What should I expect during my first meeting with Wade Croome?

During your initial consultation, Wade will discuss your current financial situation, your goals, and your risk tolerance. He will then outline a plan for how he can help you achieve your financial objectives. This initial meeting is an opportunity for you to ask questions and determine if Wade is the right financial adviser for you.

How can Wade Croome help me with my retirement planning?

Wade can help you develop a comprehensive retirement plan that takes into account your desired lifestyle, income needs, and investment strategies. He can also provide advice on superannuation, retirement savings accounts, and other investment vehicles to help you build a secure retirement nest egg.

Get in Touch

Contact Wade directly for personalised advice.

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