About Bruce

Bruce is a Private Wealth Adviser in the Ballarat office for the Shadforth Financial Group.

Bruce has worked in accounting, taxation, financial planning and with SMSF’s since 1988. Prior to joining Shadforth in 2012, he was a partner in a leading accounting and financial planning business in Ballarat.

Bruce is a strategic thinker who enjoys combining his accounting and financial planning expertise providing that point of difference to clients. He enjoys working with people to explore where they are at, then provides options and solutions to reduce their worries. This provides his clients with comfort knowing their whole position and effective wealth transfer is planned for.

He is committed to developing and maintaining long-term trusted relationships with his clients which include farmers, business owners, professionals and hardworking employees. He can help you solve the financial jigsaw for you and your family, providing financial comfort in a way you can understand.

Bruce has a belief “The only silly question is the one you don't ask.”

Education and experience

Bruce holds the following qualifications:

• Bachelor of Business majoring in Accounting.
• Certified Practising Accountant (CPA)
• Self Managed Super Fund Association (SMSF Specialist)
• Retirement Savings Centre of Excellence Member – CPA Australia

What my clients say...

"The greatest benefit or value that I've gained from having Bruce as my adviser is peace of mind that he has my finances under control."

Mary (Client 20+ years)

"Advice given to us in complicated matters and guiding us through the process to deal with issues arising."

Lawrence (Client 25+ years)

"To be able to discuss anything with him, even the stuff I don't talk to my best friends about."

Lyn (Client 25+ years)

"When my husband passed away, I didn't have anybody to talk things over with and Bruce has provided me with this."

Anne (Client 20+ years)

Outside of work

Having grown up on a family farm, Bruce enjoys the outdoors, being with his family and being involved in his two boys' sports and activities.