Financial Adviser
· TOOWOOMBA CITY, QLD
Bruce Shelton
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000390545
Bruce Shelton is a financial adviser based in Toowoomba City, Queensland, with 26 years of experience in the financial services industry. Bruce is currently authorised under Viridian Advisory 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 Certified Financial Planner from Financial Planning Association of Australia. 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business (Accounting)
Queensland University of Technology
2005
Self Managed Superannuation Funds
Tribeca Learning
2007
Advanced Diploma of Financial Services (Financial Planning)
FINSIA
2008
Certified Financial Planner
Financial Planning Association of Australia
2010
ASX Accredited Listed Products Adviser
Kaplan Professional Education