Carl Wade

Dc Advisory Group

Silver
18 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 18
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Dc Advisory Group

104 Margaret St
East Toowoomba, QLD 4350

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"I found Carl very approachable and knowledgeable."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl has been exceptional to deal with. He has made the process very easy to understand Would recommend to anyone seeking professional advice for superanuation and personal insurances Matt and Jo."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl is very approachable and easy to talk to. He is open and honest. I particularly liked the way he explained things to me in everyday language that I could understand."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Would recommend Carl to family and friends. Very happy with the service we received. We now understand our cover and have a plan for the future."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Carl Wade profile photo

Carl Wade responded on October 2015

"Jess I am glad to be of help and look forward working with you both ongoing."

5.00
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl has a great knowledge of investment strategies and my husband and I have peace of mind knowing Carl has our best interests at heart while managing our superannuation fund. Diane"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2008

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2015

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2015

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Carl's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Carl able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Carl's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Carl to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Carl?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Carl provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Carl may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Carl Wade
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens