Financial Adviser
· CARLTON, VIC
Jayson Bruce
No disciplinary history on record with ASIC
CARLTON,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271145
Licensee
Melbourne, VIC (licence address on ASIC register)
About Jayson Bruce
Jayson Bruce is a financial adviser based in Carlton, Victoria, with 8 years of experience in the financial services industry since 2018. Jayson works at Industry Fund Services, which is licensed through Industry Fund Services Limited. Jayson holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Jayson's qualifications include a Bachelor of Business (Accounting) from Monash University. Jayson is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Business (Accounting)
Monash University
2015
Bachelor of Business (Banking and Finance)
Monash University
2016
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional