Our people

Bruce Chisholm


Private Client Adviser
Email: bruce.chisholm@sfg.com.au
Phone: 03 9649 2400
Bruce has a Bachelor of Business in Accounting and a Diploma of Financial Planning. In addition, he holds the internationally recognised Certified Financial Planner™ designation, which is the highest qualification within the financial planning industry.

Bruce has over 20 years experience in financial services. Commencing his career in accounting, he held senior finance roles with the Australian arm of a major international organisation including being responsible for finance of the major distribution business and associated companies reporting directly to the Chief Executive.

Bruce has substantial experience as an adviser and as a manager. He is also a regular guest speaker for a number of associations and community organisations.

Bruce works extensively with both retirees and pre-retirees to achieve optimal retirement outcomes.

Client Endorsement

"Bruce instils a strong sense of confidence and trust through his expertise and professionalism. Bruce has helped us to maintain our focus on our long-term financial goals by clearly explaining our investment strategies and how they fit with our needs and the changes in financial markets."
 
Gary and Judy Backhouse
Melbourne, Victoria