Bruce Smith

alt
ProfDipStockbroking

Authorised Representative: 000409108

Private Client Adviser

"I look to optimise the quality of life of my clients by providing them with clear and considered investment advice and strategy."

Bruce has over 25 years' experience as either an adviser or investor in Australian equities and relocated to the Sunshine Coast branch in April 2013 from Brisbane head office. He particularly enjoys working with investors with SMSF's as well as traders who seek more short-term investment advice.

Services and specialities

  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Bruce focuses on establishing a clear understanding of his client's circumstances and investment goals and ensures that their risk profile forms the foundation of recommended strategies. His preference is to develop and maintain balanced portfolios which are medium to long-term focused, investing in both equities and managed funds.

Industry Education & Experience

Qualifications
  • Professional Diploma in Stockbroking, Deakin University, 2013
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
Approved Competencies
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me as your adviser by way of percentage of fees.