Financial Adviser
· MOUNT GAMBIER, SA
Max Bruins
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309611
Max Bruins is a financial adviser based in Mount Gambier, South Australia, with 19 years of experience in the financial services industry. Max is currently authorised under Matrix Planning Solutions Limited. Max 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Max 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2007
Advanced Diploma of Financial Services (Financial Planning)
MLC ThreeSixty
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2016
Self Managed Superannuation Funds Program
Kaplan Professional
2019
Commercial Law Course
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register