Financial Planner

Bruce is a specialist retirement planner and is skilled in the areas of centrelink and aged care services.

His interests are golf, beach walking and reading.

Advice I specialise in;

  • Retirement planning
  • Financial planning
  • Investment planning
  • Superannuation

 

General Advice I provide

  • Small business advice
  • Banking solutions
  • Estate planning
  • Salary packaging
  • Wealth management
  • Debt management
  • Wealth protection
  • Group insurance
  • Company insurance

 

Qualifications

  • Diploma of Financial Planning
  • Certified Financial Planner

 

Memberships and Associations

  • Financial Planning Association
  • Association of Financial Advisers
  • Million Dollar Round Table

 

Experience

Bruce began working in financial planning back in 1978, His experience and knowledge has grown enormously just through the changes he has seen. He was awarded the status of Certified Financial Planner in 2000.

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