Silvia Wade

Silvia Wade Email and Phone Number

A finalist for 2024 Paraplanner of the year (IFA) and NSW Business Awards! Paraplanning Experts You Can Count On @ Mutual Plans
Silvia Wade's Location
Sydney, New South Wales, Australia, Australia
About Silvia Wade

Established in 2016, MutualPlans has grown into a substantial team of onshore expert paraplanners with 110+ Years of Combined Paraplanning Experience. We help financial planners save time, take their documentation up a notch, and navigate audit season with confidence! We master a range of software including Xplan, Plutosoft, Midwinter, Coin, AdvsiorLogic and Advice Intelligence.

Silvia Wade's Current Company Details
Mutual Plans

Mutual Plans

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A finalist for 2024 Paraplanner of the year (IFA) and NSW Business Awards! Paraplanning Experts You Can Count On
Silvia Wade Work Experience Details
  • Mutual Plans
    Director
    Mutual Plans Jun 2016 - Present
    Sydney, New South Wales, Australia
    Founded in 2016, the team at Mutual Plans prides itself on delivering prompt, accurate, expertly-crafted documentation for small, medium and large licensees. We provide paraplanning supports in 3 steps - preparation, creation and implementation. Every step is compliance focused and we work with financial advisers in a collaborative environment.
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  • Amp
    Paraplanner
    Amp May 2013 - Nov 2015
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  • Goodwin Financial Services
    Paraplanner
    Goodwin Financial Services Nov 2010 - May 2013
    12 O'Connell Street, Sydney
  • Amp
    Portfolio Analyst
    Amp Jan 2010 - May 2010
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  • Guolian Securities Co., Ltd, China
    National Manager
    Guolian Securities Co., Ltd, China Jun 2006 - Dec 2007

Silvia Wade Education Details

Frequently Asked Questions about Silvia Wade

What company does Silvia Wade work for?

Silvia Wade works for Mutual Plans

What is Silvia Wade's role at the current company?

Silvia Wade's current role is A finalist for 2024 Paraplanner of the year (IFA) and NSW Business Awards! Paraplanning Experts You Can Count On.

What schools did Silvia Wade attend?

Silvia Wade attended Kaplan Australia, Kaplan, University Of Technology Sydney, Macquarie University.

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