Bruce Shelton – Financial Adviser
Adviser identifying number: 390545
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 01/12/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MAGNITUDE GROUP PTY LTD
Authorised Representative identifying number: 221557
Authorised Representative’s ABN: 54086266202
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- ASX Accredited Listed Products Adviser – Kaplan Professional Education
- Advanced Diploma of Financial Services (Financial Planning) – FINSIA
- Bachelor of Business (Accounting) – Queensland University of Technology
- Certified Financial Planner – Financial Planning Association of Australia
- Self Managed Superannuation Funds – Tribeca Learning
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Bruce Shelton is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility