Financial Adviser
· CRANBOURNE, VIC
Bruce Anthony Chisholm
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235025
Bruce Anthony Chisholm is a financial adviser based in Cranbourne, Victoria, with 24 years of experience in the financial services industry since 2002. Bruce is currently authorised under Highview Wealth Solutions (Aust). Bruce holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bruce's qualifications include a Certified Financial Planner from CFP. Bruce is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Business
Victoria College
2005
Certified Financial Planner
CFP
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Diploma of Financial Planning
Financial Planning Association