BRUCE KEVIN GRIEVE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Port Elizabeth
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
2020 - DFP5v5 Tax for Financial Advising - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2020 - TASACLv2 Commercial Law - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.