Bruce Frederick Hale
Financial Adviser in McLaren Vale, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000265084
- Location
- McLaren Vale SA 5171
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 24 September 2022
- First provided advice
- 1991
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2000); Certified Financial Planner, Financial Planning Association of Australia (2002); ASX Accredited Listed Product Adviser, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2012)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australia (FINSIA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Bruce Frederick Hale
Bruce Frederick Hale is a financial adviser in McLaren Vale, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000265084.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 24 September 2022.
The register records 1991 as the year Bruce first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia, 2000), Certified Financial Planner (Financial Planning Association of Australia, 2002) and ASX Accredited Listed Product Adviser (Kaplan, 2010). Bruce is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australia (FINSIA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Frederick Hale a registered financial adviser?
Yes. Bruce Frederick Hale is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000265084.
Which licensee does Bruce Frederick Hale work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Bruce Frederick Hale 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.