Financial Adviser
· NEWCASTLE WEST, NSW
Bruce Kevin Grieve
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270846
Bruce Kevin Grieve is a financial adviser based in Newcastle West, New South Wales, with 19 years of experience in the financial services industry. Bruce is currently authorised under Pitcher Partners Private Wealth Pty Ltd. 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 Commerce from University of Port Elizabeth. Bruce is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
University of Port Elizabeth
2018
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2020
DFP5v5 Tax for Financial Advising
Kaplan Higher Education Pty Limited
2020
TASACLv2 Commercial Law
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ADVICE TODAY PTY LTD
Not authorised to provide advice on self managed superannuation funds.
Source: ASIC Financial Advisers Register