Financial Adviser · JOONDALUP, WA

Bruce Peter Stone

JOONDALUP, WA

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000260433

Currently at

Bruce Stone Financial Planning

Bundall, QLD (firm address)

View firm profile

Bruce Peter Stone is a financial adviser based in Joondalup, Western Australia, with 22 years of experience in the financial services industry since 2004. Bruce is currently authorised under Professional Investment Services, operating through Bruce Stone Financial Planning. 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 (CFP) Education Program from FPA Australia. Bruce is a member of Certified Financial Planner (CFP) of Financial Advisers Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Self Managed Superannuation Funds Course

Tribeca Learning

2005

Advanced Diploma of Financial Services (Financial Planning)

FPA Australia

2007

Certified Financial Planner (CFP) Education Program

FPA Australia

2008

ASX Accredited Listed Product Adviser Program

Kaplan Professional

2010

Margin Lending and Geared Investments Course

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2020

Economic and Legal Context for Financial Planning Course (FPC001B)

Regulation & Legal Obligations - Kaplan Higher Education

2021

Client Engagement Skills Course (FPC007B)

Behavioural Finance - Kaplan Higher Education

2022

Superannuation Advice Course (FPC003)

Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd

Oct 2011 - Present Current

Source: ASIC Financial Advisers Register