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Bruce Brammall

Financial Adviser

Bruce Brammall Financial Pty Ltd ATF Castellan Financial Consulting Unit Trust
Kew, VIC 3101

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About

Bruce Brammall is an ASIC-registered financial adviser based in Kew, Victoria, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a Bachelor of Arts in Communication from the University of Canberra (1992) and advanced financial planning qualifications including a Graduate Diploma of Financial Planning from Kaplan Professional (2024), Bruce possesses a strong foundation of knowledge and experience. He is also a member of the Finance Brokers Association of Australia (FBAA). Bruce is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Bruce can provide considered advice on a wide range of client financial needs. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need to protect your assets, Bruce is committed to providing you with clear, practical, and personalised financial advice. Contact Bruce today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning strategies Superannuation optimisation Wealth accumulation Insurance solutions Investment strategies

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000227748

Verify on ASIC Register

Authorised Representative Number

000309160

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Bruce Brammall offer?

Bruce Brammall provides advice on a broad range of financial areas including superannuation, retirement planning, wealth management, and insurance. He can help you create a comprehensive financial plan tailored to your unique circumstances.

What qualifications does Bruce Brammall have?

Bruce Brammall holds a Bachelor of Arts in Communication, a Diploma and Advanced Diploma in Financial Services (Financial Planning), and a Graduate Diploma of Financial Planning. He has also completed specialized training in Margin Lending, Geared Investments, and Self Managed Superannuation Funds.

What is the process of working with Bruce Brammall?

The process typically begins with an initial consultation to understand your financial goals and current situation. Bruce will then develop a personalised financial plan, present his recommendations, and work with you to implement the plan. Regular reviews will ensure your plan remains aligned with your evolving needs.

How can wealth management advice from Bruce Brammall benefit me?

Bruce Brammall's wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. He tailors his advice to help you achieve your long-term financial objectives.

What should I expect during my first meeting with Bruce Brammall?

During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Bruce will listen carefully and ask questions to gain a comprehensive understanding of your needs. This meeting is an opportunity for you to get to know Bruce and determine if he is the right financial advisor for you.

Get in Touch

Contact Bruce 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.