Private Client Adviser
Bruce is a Private Client Adviser in the Ballarat office for the Shadforth Financial Group.
Education and experience
Bruce has completed a Bachelor of Business and is a Certified Practising Accountant (CPA) and Financial Planning Specialist (FPS). He is also recognised by the Self Managed Super Fund Professionals Association of Australia (SPAA) as a Self Managed Superannuation Specialist.
Prior to joining Shadforth in 2012, Bruce was a partner in a leading accounting and financial planning business in Ballarat. Being a registered tax agent with a commitment to ongoing education, Bruce provides strategies and outlines options to reduce your worries and ensure your financial goals are met. He will help you solve the financial jigsaw and provide financial comfort in a way you can understand.
Bruce has worked in accounting, taxation, financial planning and self managed super funds (SMSFs) since 1988 and has advised a number of corporate, small business and individual clients. Being a SMSF specialist and strategic thinker, Bruce enjoys combining his accounting and financial planning expertise to provide that point of difference to SMSF Trustees.
Bruce is committed to developing and maintaining long-term trusted relationships with his clients.
Outside of work
Having grown up on a family farm, Bruce enjoys the outdoors, being with his family and being involved in his two boys' sports and activities.