Bruce Beakey
Financial Adviser
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About
Bruce Beakey is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a career spanning over two decades, Bruce holds a Certificate in Financial Markets and a Certificate of Superannuation Management (both from 1994), a Graduate Diploma in Applied Finance and Investment (1998), and the Certified Financial Planner designation (1999). Bruce is committed to ongoing professional development, demonstrated by his completion of Ethics and Professionalism in Financial Advice (2019). He is a member of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF), the Financial Advice Association of Australia (FAAA), and Finsia. Bruce is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also advises on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Bruce today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Bruce Beakey offer?
Bruce Beakey provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He can help you create a holistic financial plan tailored to your specific needs and goals.
What qualifications and memberships does Bruce Beakey hold?
Bruce Beakey holds a Certificate in Financial Markets, a Certificate of Superannuation Management, a Graduate Diploma in Applied Finance and Investment, and is a Certified Financial Planner. He is a member of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF), the Financial Advice Association of Australia (FAAA), and Finsia.
How does the financial planning process work with Bruce Beakey?
The process typically starts with an initial consultation to understand your current financial situation, goals, and risk tolerance. Bruce will then develop a personalized financial plan and present it to you. Once approved, he will help you implement the plan and provide ongoing support and reviews.
What can I expect during my first meeting with Bruce Beakey?
During your first meeting, you can expect to discuss your financial goals, current situation, and any concerns you may have. Bruce will explain his approach to financial planning and answer any questions you have about his services and fees. This is a chance for both of you to see if you are a good fit.
How can Bruce Beakey help me with my retirement planning?
Bruce can help you assess your current retirement savings, project your future income needs, and develop a strategy to help you achieve your retirement goals. This may involve optimizing your superannuation contributions, managing your investments, and planning for income streams in retirement.
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