BRUCE SHELTON
Financial Adviser · Toowoomba, QLD
📚 Qualifications & Training
1992 - Bachelor of Business (Accounting) - - Queensland University of Technology
2005 - Self Managed Superannuation Funds - - Tribeca Learning
2007 - Advanced Diploma of Financial Services (Financial Planning) - - FINSIA
2008 - Certified Financial Planner - - Financial Planning Association of Australia
2010 - ASX Accredited Listed Products Adviser - - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.