Financial Adviser · BALLARAT, VIC

Bruce Andrew Mackley

BALLARAT, VIC
33 Years experience
Tax advice
authorised
ASIC Registered · ADV 000246039
Currently at
Sydney, NSW (firm address)

About Bruce Andrew Mackley

Bruce Andrew Mackley is a financial adviser based in Ballarat, Victoria, with 33 years of experience in the financial services industry since 1993. Bruce is currently authorised under Shadforth Financial Group Limited, operating through Shadforth Financial Group. 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 Bachelor of Business from Universityof Ballarat. Bruce is a member of CPA Australia (CPA) and SMSF Association.

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

1986
Bachelor of Business
Universityof Ballarat
1991
Certified Practising Accountant
Certified Public Accountants of Australia Pty Ltd
1991
Certified Practising Accountant Australia Program
Certified Public Accountants of Australia Pty Ltd
2001
Financial Planning Specialist (FPS)
CPA Australia
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2012
SMSF Specialist Advisor
SMSF Association Ltd
2012
SMSF Specialist Advisor Program
SMSF Association Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Regulation & Legal Obligations - Kaplan Higher Education

Registration History

Jun 2012 - Present Current
SECURITOR FINANCIAL GROUP PTY LIMITED
Dec 2003 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register