Financial Adviser · ALBURY, NSW

Bruce Ewan Haszard

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000376287

Bruce Ewan Haszard is a financial adviser based in Albury, New South Wales, with 25 years of experience in the financial services industry. Bruce is currently authorised under Charter Financial Planning Limited. Bruce holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from La Trobe University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Economics

La Trobe University

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Nov 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Securinvest Financial Planners Pty. Ltd.

Aug 2010 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register