Bruce Shelton

Altitude Wealth Solutions

Gold
22 Yrs Experience
Toowoomba City, QLD 4350

Recent reviews

Altitude Wealth Solutions

337 Margaret St
Toowoomba City, QLD 4350

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 1
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

Licensed by

Viridian Select Pty Ltd

AFSL 515762

4.85
1 Review
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"We are very Happy with the advise we've received from Bruce, he makes us feel confident that we will be able to retire comfortably."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1992

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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