Data sourced from ASIC Financial Advisers Register
Financial Adviser · JOONDALUP, WA

Bruce Peter Stone

JOONDALUP, WA
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000260433
Practice
Bruce Stone Financial Planning
Joondalup, WA (practice address on ASIC register)
Licensed through Professional Investment Services
View practice

About Bruce Peter Stone

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 works at Bruce Stone Financial Planning, which is licensed through Professional Investment Services. 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