Bruce Parkinson
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000303235
- Location
- Osborne Park WA 6017
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 21 August 2006
- First provided advice
- 1983
- Qualifications
- Bachelor of Business (Accounting), Western Australia College of Advanced Education (1989); SMSF Course, University of Adelaide (2015)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bruce Parkinson
On the Financial Advisers Register kept by ASIC, Bruce Parkinson appears as a current financial adviser in Osborne Park, Western Australia, adviser number 000303235.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 21 August 2006.
According to the register, Bruce first provided financial advice in 1983. Qualifications and training on file include Bachelor of Business (Accounting) (Western Australia College of Advanced Education, 1989) and SMSF Course (University of Adelaide, 2015).
Bruce is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Bruce Parkinson a registered financial adviser?
Yes. Bruce Parkinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000303235.
Which licensee does Bruce Parkinson work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Bruce Parkinson 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."