Bruce Peter Stone
Financial Adviser in Joondalup, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260433
- Location
- Joondalup WA 6027
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 13 October 2011
- First provided advice
- 2004
- Qualifications
- Self Managed Superannuation Funds Course, Tribeca Learning (2004); Advanced Diploma of Financial Services (Financial Planning), FPA Australia (2005); Certified Financial Planner (CFP) Education Program, FPA Australia (2007); ASX Accredited Listed Product Adviser Program, Kaplan Professional (2008); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2019); Economic and Legal Context for Financial Planning Course (FPC001B), Kaplan Higher Education (2020); Client Engagement Skills Course (FPC007B), Kaplan Higher Education (2021); Superannuation Advice Course (FPC003), Kaplan Higher Education (2022)
- Memberships
- Certified Financial Planner (CFP) of Financial Advisers Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bruce Peter Stone
Bruce Peter Stone is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Joondalup, Western Australia (adviser number 000260433).
The licensee Bruce advises under is Professional Investment Services Pty Ltd (AFS licence 234951). The current authorisation started on 13 October 2011.
The register records 2004 as the year Bruce first provided financial advice. Qualifications and training on file include Self Managed Superannuation Funds Course (Tribeca Learning, 2004), Advanced Diploma of Financial Services (Financial Planning) (FPA Australia, 2005) and Certified Financial Planner (CFP) Education Program (FPA Australia, 2007). Bruce is recorded as a member of Certified Financial Planner (CFP) of Financial Advisers Association of Australia (FAAA).
Bruce is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Peter Stone a registered financial adviser?
Yes. Bruce Peter Stone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260433.
Which licensee does Bruce Peter Stone work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Bruce Peter Stone give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.