Bruce Gilbert
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236029
- Location
- Sydney NSW 2000
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 1 September 2015
- First provided advice
- 1991
- Qualifications
- Diploma of Financial Planning, Deakin University / Financial Planning Association of Australia (2003); Certified Financial Planner, Financial Planning Association of Australia (2004)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Gilbert
Bruce Gilbert is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000236029).
The licensee Bruce advises under is Advice Evolution Pty Ltd (AFS licence 342880). The current authorisation started on 1 September 2015.
The register records 1991 as the year Bruce first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University / Financial Planning Association of Australia, 2003) and Certified Financial Planner (Financial Planning Association of Australia, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Gilbert a registered financial adviser?
Yes. Bruce Gilbert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236029.
Which licensee does Bruce Gilbert work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Bruce Gilbert 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.