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