Carl Wade

DC Advice

5.00
6 Reviews
Silver
20 Yrs Experience
East Toowoomba, QLD 4350

At DC Advice I provide advice to a diverse range of clients requiring assistance in areas such as wealth creation, pre-retirement and retirement planning, estate planning and risk protection. I have a hands-on and personal approach which allows me a real insight into the client’s situation and the ability to offer solutions that work for them and make a real difference while helping clients effectively manage, grow and protect their wealth. I strive to combine my industry knowledge with a proactive and straightforward approach so my clients can make clear, informed decisions with confidence.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

DC Advice

104 Margaret St
East Toowoomba, QLD 4350

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135