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Bruce Shelton

Certified Financial Planner / Practice Principal Toowoomba Office

As Practice Principal of the Toowoomba Office, Bruce Shelton has extensive experience with over 15 years in the financial planning industry.

Bruce spent 25 years within Westpac during which he held senior positions in both rural banking and financial planning. Bruce was with Westpac Financial Planning for 10 years as a Senior Financial Planner where he was successful in building a large client base and business through excellence in client service and advice.

Following this Bruce established his own Financial Planning business under the Magnitude Dealer group in late 2010. Bruce tailors his advice specifically for his individual and family clients to help them to achieve their goals and objectives. Through the ongoing service proposition he provides to his clients, Bruce provides a platform where they are able to monitor and enhance their family’s financial plans with regular reviews and market updates. Bruce prides himself on his ability to forge long standing relationships with his clients and their families and has numerous clients whom have been working with him for over 10 years. Throughout his career, Bruce has developed a thirst for superior knowledge and continues with regular studies to keep his skills at the highest level. His specialist skills are in the areas of Retirement Income, Retirement Planning, Wealth Creation, Company Executives and Self-Managed Superannuation Funds. Bruce has a particularly keen interest in portfolio construction and prides himself on achieving creative portfolios to deliver maximum performance through all investment cycles.

What Bruce's customer say about him.

"We are very Happy with the advise we've received from Bruce, he makes us feel confident that we will be able to retire comfortably."

To see more customer reviews for Bruce click on Adviser Ratings on this page.

Bruce is married to Anne with 4 young children who take the majority of his spare time. When he can Bruce enjoys attending sporting events at the Gabba in Brisbane for Cricket and AFL Football. Bruce also enjoys a round of golf all be it to infrequently but never the less he is a self-proclaimed Ambrose specialist.

What Qualifications And Professional Memberships Does Bruce Have?

Bruce is a Certified Financial Planner and holds a Bachelor of Business Degree and a Diploma of Financial Planning.

Bruce is a member of the Financial Planning Association of Australia and has completed an Accredited Derivatives Adviser Level one (ADA1) course. Bruce has also completed specialist courses in the area of Self-Managed Superannuation Funds, Age Care benefits, Investments and Estate Planning.

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