BRUCE SWINFORD
Financial Adviser · Toowoomba City, QLD
📚 Qualifications & Training
2011 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
2013 - AMP & ICFS Specialist SMSF Course - - The University of Adelaide
2014 - Diploma of Financial Planning - Other - Pinnacle Financial Services Academy
2015 - Advanced Diploma of Financial Planning - - Pinnacle Financial Services Academy
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 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.