TNR Wealth Management will provide best in class financial advice tailored to each client’s individual needs.
TNR Wealth Management will continually stretch and extend ourselves, our knowledge and our service to continually to meet our clients needs.
TNR Wealth Management aims to develop long term relationships with our clients that are built on trust and respect, setting ourselves apart from other Financial Advisers.
We approach every client with the respect. We approach every client’s finances with respect. We take the time to understand your current position and future needs to ensure any forthcoming advice is appropriate, tailored and specific. We understand financial security is important and work diligently to provide a service that exceeds expectation. We work as a team.
Adam WadeDirector and Financial Adviser
Adam has extensive experience in the property and financial planning industry. He has spent the last eight years specialising in wealth creation and retirement planning providing advice to individuals, SMSF’s and business clients.
He has spent over twelve years as a Financial Adviser offering advice to individual clients as well as small and large business clients.
Adam holds a Bachelors Degree, Advanced Diploma in Financial Planning, is completing is CFP (Certified Financial Planner) and is a member of the Financial Planning Association of Australia Limited(FPA).
Adam Wade is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Tanya WylesClient Liaison
Tanya has over twenty years’ experience in customer service and administration. With vast front line management experience within the insurance industry Tanya understands the importance of meeting deadlines and having a robust management system.
Tanya has Certificate IV in Bookkeeping, Accounting and Business Frontline Management
Timothy FredericksFinancial Advisor
Tim has worked in Financial Planning since 1997. He has worked in various roles covering technical, compliance and investment research. Tim likes to use his knowledge to help educate his clients around their options and the impacts of their decisions, all of which is done with care and empathy.
Tim holds a Bachelor of Business and a Graduate Diploma of Financial Planning.
Tim Fredericks is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306