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
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe 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
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2007
- Years of experience 19
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Provident Advisory
Level 18, 307 Queen StBrisbane City, QLD 4000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Provident Advisory
AFSL 549697