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Bruno Tjelder

Financial Adviser

OBT Financial Planning
Gatton, QLD 4343

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About

Bruno Tjelder is an ASIC-registered financial adviser based in Gatton, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Bruno holds a Bachelor of Business (International Business) from Queensland University of Technology and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional Education, supplemented by specialist knowledge in Margin Lending, Geared Investments, and Self Managed Superannuation Funds. Bruno is committed to maintaining the highest ethical standards, demonstrated by completing Ethics and Professionalism in Financial Advice training. Bruno is authorised to provide advice on a comprehensive range of financial products, ensuring clients receive well-rounded strategies aligned with their unique circumstances. His areas of expertise include superannuation, insurance, wealth management, and retirement planning. Key services offered include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect your assets and loved ones • Wealth management strategies to grow your portfolio • Retirement planning to secure your future • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Bruno today for a consultation and discover how personalized financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies SMSF advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000543251

Verify on ASIC Register

Authorised Representative Number

000323194

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Bruno Tjelder offer?

Bruno Tjelder provides advice on a range of financial matters, including superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What qualifications does Bruno Tjelder have?

Bruno holds a Bachelor of Business (International Business) from Queensland University of Technology and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional Education. He has also completed specialist training in Margin Lending, Geared Investments, Self Managed Superannuation Funds, and Ethics and Professionalism in Financial Advice.

What is the first step in working with Bruno Tjelder?

The first step is to schedule an initial consultation. This allows Bruno to understand your financial situation, goals, and risk tolerance. It's also an opportunity for you to ask questions and determine if Bruno is the right financial adviser for you.

How can Bruno Tjelder help me with my superannuation?

Bruno can provide advice on optimising your superannuation contributions, selecting appropriate investment options within your super fund, and planning for a comfortable retirement income. He can also assist with establishing and managing self-managed superannuation funds (SMSFs).

What should I expect during the financial planning process with Bruno?

You can expect a personalized approach, starting with a thorough assessment of your financial situation and goals. Bruno will then develop a tailored financial plan, implement the strategies, and provide ongoing support and reviews to ensure your plan remains aligned with your changing needs and circumstances.

Get in Touch

Contact Bruno directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.