Bruce Shelton
Financial Adviser in Toowoomba City, Queensland, Australia
Review Bruce Shelton
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000390545
- Location
- Toowoomba City QLD 4350
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2022
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Accounting), Queensland University of Technology (1992); Self Managed Superannuation Funds, Tribeca Learning (2005); Advanced Diploma of Financial Services (Financial Planning), FINSIA (2007); Certified Financial Planner, Financial Planning Association of Australia (2008); ASX Accredited Listed Products Adviser, Kaplan Professional Education (2010)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Bruce Shelton
On the Financial Advisers Register kept by ASIC, Bruce Shelton appears as a current financial adviser in Toowoomba City, Queensland, adviser number 000390545.
Advice is given under the Australian financial services licence of Viridian Advisory Pty Ltd, licence number 476223. The current authorisation started on 1 July 2022.
The register records 2000 as the year Bruce first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (Queensland University of Technology, 1992), Self Managed Superannuation Funds (Tribeca Learning, 2005) and Advanced Diploma of Financial Services (Financial Planning) (FINSIA, 2007). Bruce is recorded as a member of 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 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Bruce Shelton here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Bruce Shelton a registered financial adviser?
Yes. Bruce Shelton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000390545.
Which licensee does Bruce Shelton work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Bruce Shelton 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.