Wade McEvoy

Wealth Collective Financial Advice

Platinum
11 Yrs Experience
Osborne Park, WA 6017
Wealth Collective Financial Advice was founded in 2019 with one end in mind - financial advice done differently. No BS. No product pushing. No hard sell. Our process is simple. We help you get crystal clear on your goals, look at where you are now, where you want to be and what's stopped you getting there. We then research and model your options and create a detailed road map that balances financial structure, money success and lifestyle. Our clients have more confidence, clarity and peace of mind, because the strategies we help them implement get results fast. Wade holds a Bachelor of Commerce (majoring in Accounting & Finance), an Advanced Diploma in Financial Services (Financial Planning), as well as Certified Financial Planner (CFP). He is a member with the Financial Planning Association (FPA) and Tax Practitioners Board. He is also a Platinum adviser on independent ratings website Adviser Ratings, with an average Customer Rating of 99%.

Expertise

  • Financial Hardship
  • Redundancy

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 27
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce (Accounting)
  • Language spoken
    • English

Wealth Collective Financial Advice

67 Howe St
Osborne Park, WA 6017

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.90
27 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 27

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5.00

"Wade provided expert service throughout all areas. His communication is outstanding and he provides expert and proven advice."

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

"Wade was very knowledgeable in assisting me decide on the best possible super and income protection fund. I feel confident that he has helped me choose the best funds for my circumstances."

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

"."

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

"I had very little knowledge of superannuation and insurance, so Wade’s expertise and patience were very much appreciated. He explained it all in a way that was easy to understand, and was happy to answer any questions I had."

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

"Wade was very approachable and efficient in an area that my husband and I had little knowledge in. He was able to provide succinct advice which was tailored to our individual circumstance. The way in which he provided information made it very easy to follow and comprehend! It was a pleasure to work with Wade."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Wade was very knowledgeable and gave me a great confidence in his advice and suggestions. All the work was done quickly and efficiently and Wade always follows up to ensure everything is done and that I am happy."

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

"Really happy with wade and the service he’s provided"

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

"Wade's wealth of knowledge in Superannuation has set me up for the future. He explained things clearly, thoroughly and in a way that anyone could understand. His level of attention to detail and service was impeccable. I'm confident that the advice given was right for me and I have no problem in referring people to Wade."

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

"Wade has been exceptional and very thorough in his advise to me in my self managed super funds and my retirement needs. He has explained and explored with me various ways to tailor a package specifically for me. He is a very approachable and open person that allowed me to ask questions in confidence, knowing he has the experience to guide me through what's best for my circumstances. I cannot thank him enough for setting my mind at rest, knowing I'm in the best hands for my future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Can't thank Wade enough! his advice and level of customer service was second to none.my future self will be very glad that I took his advice on super. thanks a bunch Wade"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 27

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
2008

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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