Provident Advisory

When was your business founded?

2019

What is your level of experience in this line of work?

Bruce has extensive experience in the Financial Services industry spanning almost 20 years. Having commenced his career in Chartered Accounting with Ernst & Young, he completed the graduate program where he gained a very valuable understanding of accounting principles in practice. From here, Bruce worked his way up to being a Partner within Westpac / BT Financial Planning where he has won numerous awards throughout his career.

Holding a Bachelor of Commerce (Accounting & Finance) 2004, Advanced Diploma in Financial Planning 2011, and completing the FASEA Exam in 2021, Bruce is a fully qualified financial advisor having met all industry requirements. Bruce has further specialist accreditations in the areas of self-managed super funds, derivatives, and margin lending and estate planning.

What certifications, qualifications or awards has your business received?

Holding a Bachelor of Commerce (Accounting & Finance) 2004, Advanced Diploma in Financial Planning 2011, and completing the FASEA Exam in 2021, Bruce is a fully qualified financial advisor having met all industry requirements. Bruce has further specialist accreditations in the areas of self-managed super funds, derivatives, and margin lending and estate planning.

What is your fee structure like? Fixed fees? Hourly rates?

Hourly rates

What are your current prices (fixed and variable)?

N/A