BRUCE PETER STONE
Financial Adviser · Joondalup, WA
📚 Qualifications & Training
2004 - Self Managed Superannuation Funds Course - Other - Tribeca Learning
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - FPA Australia
2007 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2008 - ASX Accredited Listed Product Adviser Program - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2020 - Economic and Legal Context for Financial Planning Course (FPC001B) - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2021 - Client Engagement Skills Course (FPC007B) - Bridging Course - Behavioural Finance - Kaplan Higher Education
2022 - Superannuation Advice Course (FPC003) - Other - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of Financial Advisers 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.