About Bruce

Bruce is a Private Wealth Adviser in our Ballarat office.

Prior to joining Shadforth in 2012, he was a partner in a leading accounting and financial planning business.

Bruce is a strategic thinker who utilises his expertise to provide that point of difference for his clients to achieve a better quality of life.

He enjoys working with people to explore what they want to achieve and how they want their life to look. He then provides options and investment solutions to achieve their desired lifestyle. This provides his clients with comfort knowing their whole position and effective wealth transfer is planned for.

Education and experience

Bruce holds the following qualifications:

• Bachelor of Business majoring in Accounting (BBus Acc).
• Certified Practising Accountant® - CPA Australia.
• Self-Managed Super Fund Specialist - SMSF Association

He specialises in providing financial advice to:

• Professionals and people in the peak earnings years of their lives.
• High Net Worth individuals to achieve the best future outcome for them and their family.
• Farmers and business owners considering succession planning.

Awards and industry recognition

• Retirement Savings Centre of Excellence – 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)

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

Lyn (client 25+ years)

Outside of work

Having grown up on a family farm, Bruce enjoys the outdoors and keeping active. He is involved in community projects and enjoys spending time with friends and family.