Bruce Swinford
Financial Adviser in Toowoomba City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000413881
- Location
- Toowoomba City QLD 4350
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 24 October 2016
- First provided advice
- 1986
- Qualifications
- Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2011); AMP & ICFS Specialist SMSF Course, The University of Adelaide (2013); Diploma of Financial Planning, Pinnacle Financial Services Academy (2014); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2015); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- 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 Swinford
Bruce Swinford is a financial adviser in Toowoomba City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000413881.
Bruce provides advice as an authorised representative of Findex Advice Services Pty Ltd, which holds Australian financial services licence 243253. The current authorisation started on 24 October 2016.
The register records 1986 as the year Bruce first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2011), AMP & ICFS Specialist SMSF Course (The University of Adelaide, 2013) and Diploma of Financial Planning (Pinnacle Financial Services Academy, 2014). Bruce is recorded as a member of Financial Advice Association of Australia (FAAA).
Bruce is authorised to advise 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 Swinford a registered financial adviser?
Yes. Bruce Swinford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000413881.
Which licensee does Bruce Swinford work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Bruce Swinford 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.