Bruce Shelton

Bruce Shelton has extensive experience within the financial planning industry. Bruce has spent 25 years working within Westpac during which he has held senior positions in both rural banking and financial planning.

Bruce was with Westpac Financial Planning for 10 years as a Senior Financial Planner where he was successful in building a large client base through excellence in service and advice. Bruce then started his own self employed practice in 2010 within Magnitude Financial Planning prior to transitioning over to the Viridian Group License in 2019.
Bruce focuses on a family-based approach to Financial Planning and tailors his advice specifically to assist clients to achieve their objectives. Through the offer of an ongoing service proposition, Bruce provides a platform which enables his clients to review and enhance their family’s financial plan with regular reviews and updates.

Throughout his career, Bruce has developed a thirst for superior knowledge and continues with regular studies to keep his skills at the highest level.

Qualifications and Memberships

• Bachelor of Business (Accounting)
• Advanced Diploma of Financial Services (Financial Planning
• Self Managed Superannuation Funds
• Certified Financial Planner
• Member of Finacial Advice Association Australia (FAAA)