Bruce Andrew Mackley
Financial Adviser in Ballarat, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246039
- Location
- Ballarat VIC 3350
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 1 June 2012
- First provided advice
- 1993
- Qualifications
- Bachelor of Business, Universityof Ballarat (1986); Certified Practising Accountant, Certified Public Accountants of Australia Pty Ltd (1991); Certified Practising Accountant Australia Program, Certified Public Accountants of Australia Pty Ltd (1991); Financial Planning Specialist (FPS), CPA Australia (2001); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2011); SMSF Specialist Advisor, SMSF Association Ltd (2012); SMSF Specialist Advisor Program, SMSF Association Ltd (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- CPA Australia (CPA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bruce Andrew Mackley
On the Financial Advisers Register kept by ASIC, Bruce Andrew Mackley appears as a current financial adviser in Ballarat, Victoria, adviser number 000246039.
The licensee Bruce advises under is Shadforth Financial Group Limited (AFS licence 318613). The current authorisation started on 1 June 2012.
The register records 1993 as the year Bruce first provided financial advice. Qualifications and training on file include Bachelor of Business (Universityof Ballarat, 1986), Certified Practising Accountant (Certified Public Accountants of Australia Pty Ltd, 1991) and Certified Practising Accountant Australia Program (Certified Public Accountants of Australia Pty Ltd, 1991). Bruce is recorded as a member of CPA Australia (CPA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bruce Andrew Mackley a registered financial adviser?
Yes. Bruce Andrew Mackley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246039.
Which licensee does Bruce Andrew Mackley work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Bruce Andrew Mackley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.