Bruce Swinford Financial Planner Report

Name:
Bruce Swinford

Rep Number:
000413881

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2016-10-24 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The University of Adelaide
AMP & ICFS Specialist SMSF Course
Pinnacle Financial Services Academy
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)