Financial Adviser
· TOOWOOMBA CITY, QLD
Bruce Swinford
No disciplinary history on record with ASIC
TOOWOOMBA CITY,
QLD
40
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000413881
About Bruce Swinford
Bruce Swinford is a financial adviser based in Toowoomba City, Queensland, with 40 years of experience in the financial services industry since 1986. Bruce is currently authorised under Findex Advice Services. Bruce holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bruce's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. 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
2011
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2013
AMP & ICFS Specialist SMSF Course
The University of Adelaide
2014
Diploma of Financial Planning
Pinnacle Financial Services Academy
2015
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register