About Us

Our Mission and Vision

Mission 

To have a positive impact on the lives of our clients by helping them achieve their goals and obtain peace of mind over their finances. We will do this by providing holistic financial planning advice tailored to the specific needs of each client, based on their goals and values.

Vision

To build a trusted and respected relationship with our clients and assist them to plan, grow and protect their personal wealth now and into the future.

Contact Us

Meet Our Team

Carl Wade | Director

Carl is the owner and founder of DC Advice which was established in 2016.  Carl’s goal was to pursue an independent business model to allow a more personalised service and a holistic approach to financial planning.


Carl has been providing financial planning advice for over 15 years.  He has an extensive knowledge of managing private client needs including superannuation,taxation,gearing,insurance,estate planning and investments. Carl takes pride in understanding his clients,their needs, their expectations and their own personal circumstances.


Carl has a hands-on and personal approach which allows him a real insight into the client’s situation and the ability to offer solutions that work for them and make a real difference.


As a Toowoomba financial advisor Carl focuses on helping clients effectively manage, grow and protect their wealth.  Carl has a proven track record of building long-term partnerships with industry knowledge with a proactive and straightforward approach so his clients can make clear, informed decisions with confidence. 


Qualifications

Carl holds an Advanced Diploma of Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146. Carl is a member of the Association of Financial Advisers and is a strong advocate for the professional standards.

Nikki Szprinc | Financial Adviser

Nikki joined DC Advice in 2020. Nikki has been in the financial planning industry since 2006 and has experience in both banking and private financial planning firms. Nikki has a strong understanding of the financial advice industry and is passionate about providing holistic advice to her clients.


Nikki is a financial adviser who believes in working closely with her clients to develop a deep understanding of what they really need and want. She will take the time to learn about your family, your businesses and your goals for the future. 


Qualifications

Nikki has completed a Graduate Diploma in Financial Planning. Nikki is accredited to provide advice on superannuation, retirement planning, investments, personal insurance and Self-Managed Superannuation Funds.

Mackenzie McErlean | Administration Assistant

Mackenzie joined DC Advice in 2023 as an Administration Assistant and has enjoyed being a part of the team ever since. Within her role, she delivers exceptional service to clients throughout their financial journeys while also assisting Advisers by providing administration support. 


With many years of experience in administration within the financial field, she has developed a passion for the area which shows in her work. She is determined to continue expanding her knowledge surrounding financial advice and does this through research and undergoing CPD opportunities where she can.

Heidi Gleeson | Human Resources

Heidi brings a wealth of knowledge to DC Advice, having worked in the finance and accounting industry for many years.  Heidi also has a strong understanding of the industry and brings a high level of value to DC Advice. 


Heidi continues to grow her knowledge through ongoing study in the Toowoomba financial advisor industry.


As a mother of three, Heidi is very proud to be raising her children on the Darling Downs, and to be a part of such a great community.

Share by: