Senior Financial Adviser, Cranbourne

Previously ranked in the Top 50 Master Class Honour Roll by the Australian Financial Review Smart Investor, Bruce has his clients’ best interests at heart.

Bruce Chisholm is a qualified Accountant and Financial Planner with a Bachelor of Business and a Diploma in Financial Planning.

Bruce is a member of the Financial Advice Association Australia (FAAA), Australia’s leading professional community of financial planners. As a CERTIFIED FINANCIAL PLANNER® professional, Bruce has gone one step further to achieve the highest qualification in financial planning worldwide.

Bruce’s knowledge was recognised in 2013 when he was ranked in the Top 50 Master Class Honour Roll by the Australian Financial Review Smart Investor.

With over 20 years of experience advising clients together with prior accounting and management experience, Bruce has the competence and expertise to develop, implement and manage transformational strategies to give you the security and peace of mind that comes from being prepared for the future.

Bruce is passionate about the positive difference trusted and credible advice can make to clients’ lives, by working with them on an ongoing basis. He always has his clients’ best interests at heart.

Bruce has significant experience assisting a broad range of clients including those with self-managed superannuation funds and complex structures and has specialised in retiree and pre retiree clients.

Outside of work Bruce enjoys spending time with his family and enjoying the lifestyle offered by living in the inner bayside area.

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