Bruce Chisholm

Interprac Financial Planning Pty Ltd

Platinum
20 Yrs Experience
Cranbourne, VIC 3977

Recent reviews

Interprac Financial Planning Pty Ltd

Unit 1, 2 Codrington St
Cranbourne, VIC 3977

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 22
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.95
22 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"Bruce has given me excellent advise in areas including my super and home loan when I thought there was no way I was going to manage. Bruce was able to explain things to me in a clear way that I could understand.Through Bruce's knowledge and experience, I feel very confident and know I can get through a very difficult time in my life.I would recommend Bruce to anyone for advice. Once again thank you Bruce."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are delighted with the advice and service provided by Bruce during our intial and following meetings. He is very competent and knowledgeable, and provided information and support in areas not previously considered or dealt with by our previous Financial Advisor. We would highly recommend Bruce to prospective clients and to our family and friends."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"This would be the most professional service we have ever received. Bruce is extremely easy to talk to and takes plenty of time to discuss any topics that you are unsure about. This was the first time we met with Bruce and to be honest we walked away thinking that we've know him for years."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bruce is passionate and knowledgeable. He made sure that the insurance recommended suited our budget and needs. I would highly recommend Bruce to anyone."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bruce provided us with helpful advice, and insight into superannuation and personal insurance matters that are tricky to navigate on your own. Bruce offers a wealth of knowledge and experience, and left us with confidence that we are in good hands."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In our experience over many years, Bruce has provided us with sound, well-researched financial advice that has been tailored to our needs, and not someone else’s. We have found Bruce to be an honest and ethical professional, whom we can rely on to act with integrity. His courteous and considerate manner also makes it a pleasure to work with him. DH, June 2018"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bruce was able to provide a comprehensive financial plan that focussed on my needs now and for the future. His plan was well thought out and he explained it to me in a way that was easy to understand. I feel confident about selecting Bruce as my financial adviser."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bruce has always made sure I understood his advice and we found him to be honest and up front."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been working with Bruce for several years and have found his advise and support above reproach. I do not hesitate on recommending him to any future investors."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I first met Bruce a couple of years ago. We have been very happy with his service & insurance recommendations. It was peace of mind for us knowing we were being proactive in finding the right insurance cover for us and it was great to have been guided through the whole process by Bruce. I have no hesitations in recommending him to any family or friends who are wanting financial planning advice or guidance."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Victoria College
Completed
1986

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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