Financial Adviser · NEWCASTLE WEST, NSW

Bruce Kevin Grieve

NEWCASTLE WEST, NSW

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270846

Currently at

Pitcher Partners Private Wealth Operations

Newcastle West, NSW (firm address)

View firm profile

About Bruce Kevin Grieve

Bruce Kevin Grieve is a financial adviser based in Newcastle West, New South Wales, with 19 years of experience in the financial services industry since 2007. Bruce is currently authorised under Pitcher Partners Private Wealth, operating through Pitcher Partners Private Wealth Operations. 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 Bachelor of Commerce from University of Port Elizabeth. 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce

University of Port Elizabeth

2018

Advanced Diploma of Financial Planning

Mentor Education Pty Ltd

2020

DFP5v5 Tax for Financial Advising

Kaplan Higher Education Pty Limited

2020

TASACLv2 Commercial Law

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Pitcher Partners Private Wealth Pty Ltd

Jul 2024 - Present Current

Charter Financial Planning Limited

Sep 2021 - Jun 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

ADVICE TODAY PTY LTD

Nov 2020 - Aug 2021 Ceased

Australian Advice Network Pty Ltd

Dec 2018 - Nov 2020 Ceased

Not authorised to provide advice on self managed superannuation funds.

Source: ASIC Financial Advisers Register