Bruce Christie
Bruce Christie is an Authorised Representative of Centric Wealth Advisers Ltd.
Experience
Prior to joining the Financial Planning industry in 1988, Bruce enjoyed 15 years with multi national companies such as BHP, CSR and Pioneer. Since 1988 Bruce has built his own financial planning business in Sydney working closely with accounting practices.
Bruce's experience in offering professional financial planning services and advice includes:
Formulating appropriate strategies and investment structures;
Developing comprehensive personal strategic and financial plans;
Constructing both wealth creation and retirement plans to achieve personal and philanthropic goals;
Recommending appropriate investments to achieve client's objectives;
Reviewing and restructuring investment portfolios;
Analysing special situations such as charitable giving and superannuation;
Establishing investment entities through family trusts, companies, private prescribed funds (PPFs), gearing structures and private superannuation funds.
Educational Qualifications
Bruce holds an honours degree in Mechanical Engineering, a Masters Degree in Business Administration, a Diploma in Financial Planning and is a Certified Financial Planner (CFP).
Bruce is a member of the following Professional Association Memberships:
The Financial Planning Association
The Self Managed Super Fund Professionals' Association of Australia Ltd (SSATM)
Bruce is also a member of the Financial Advisers Board for Centric Wealth Advisers Ltd.
His Authorised Representative number assigned by the Australian Securities and Investments Commission is 260020.