Bruce Gorry

Provident Advisory

Bronze
19 Yrs Experience
Brisbane City, QLD 4000

Bruce has extensive experience in the Financial Services industry spanning almost 20 years. Having commenced his career in Chartered Accounting with Ernst & Young, he completed the graduate program where he gained a very valuable understanding of accounting principles in practice. From here, Bruce worked his way up to being a Partner within Westpac / BT Financial Planning where he has won numerous awards throughout his career.

Holding a Bachelor of Commerce (Accounting & Finance) 2004, Advanced Diploma in Financial Planning 2011, and completing the FASEA Exam in 2021, Bruce is a fully qualified financial advisor having met all industry requirements. Bruce has further specialist accreditations in the areas of self-managed super funds, derivatives, and margin lending and estate planning.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We offer transparent fee based professional services. Before committing to any comprehensive process we provide a Letter of Engagement which clearly sets out the services we will be providing and a detailed estimation of costs.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2007
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Provident Advisory

Level 18, 307 Queen St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Provident Advisory

AFSL 549697