Bruce Beakey

My career in the financial services industry began in 1987 and I have been providing personal financial advice since 1996. Over this time I have acquired specialised knowledge in superannuation, investment strategies, retirement planning and optimising client’s assets for aged pensions entitlements.

After working for large organisations including NAB, AMP, Mercer, and Prudential, I joined Sherrin Partners in October 2011. Sherrin Partners is an organisation where the client’s best interest is at the heart of everything we do. It is tremendously satisfying to convert my years of financial experience and knowledge into positive outcomes for my clients.

Similar to my colleagues at Sherrin Partners, I believe we have a responsibility to share our best practice with the wider financial services industry. I’m honoured to do this as a Fellow of both the Financial Services Institute of Australia (FINSIA) and the Australian and New Zealand Institute of Insurance and Finance (ANZIIF).