Bruce Hale
Financial Adviser
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About
Bruce Hale is an ASIC-registered financial adviser based in McLaren Vale, South Australia, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Diploma of Financial Planning (FPAA, 2000) and certification as a Financial Planner (CFP, FPAA, 2002), Bruce brings over two decades of experience to his practice. He is also an ASX Accredited Listed Product Adviser (Kaplan, 2010) and holds specialist knowledge in Self Managed Superannuation Funds (Kaplan, 2012). As a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australia (FINSIA), Bruce adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Bruce is committed to providing tailored financial solutions to meet your individual needs. His services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Bruce Hale today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What services does Bruce Hale offer?
Bruce Hale provides a range of financial services, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice.
What are Bruce Hale's qualifications?
Bruce holds a Diploma of Financial Planning (FPAA), is a Certified Financial Planner (CFP, FPAA), is an ASX Accredited Listed Product Adviser and has specialist knowledge in Self Managed Superannuation Funds.
How does Bruce Hale develop a financial plan for his clients?
Bruce Hale works closely with each client to understand their individual circumstances, financial goals, and risk tolerance. He then develops a tailored financial plan that aligns with their needs and helps them achieve their objectives.
What can I expect during my first meeting with Bruce Hale?
During your initial consultation with Bruce, you can expect a comprehensive discussion about your financial situation, goals, and priorities. Bruce will explain his services and how he can help you achieve your financial aspirations. This meeting is an opportunity for you to ask questions and determine if Bruce is the right financial adviser for you.
Why is it important to seek financial advice?
Seeking financial advice can provide you with the knowledge and guidance you need to make informed decisions about your money. A financial adviser can help you develop a plan to achieve your financial goals, manage your risks, and navigate complex financial issues.
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