Capital Idea Financial Planning

Who is Ian Bruce?

Image of Ian Bruce

Ian Bruce has been in practice since 1998. He is a member of the Australian Financial Review Smart Investor Masterclass 2010. It is the seventh time that Ian has achieved this prestigious technical award for being in the top 50 Australian Financial Planners, and this year he is rated equal first in Australia. Ian’s skills are particularly appropriate if you are seeking professional advice in planning for your retirement, your life insurances, investments and estate planning. He also specialises in advising on the financial strategies pertaining to moving into Hostels and Nursing Homes.

        Master Class 2010   Master Class 2009

        Master Class 2008   Master Class 2006

        Master Class 2004   Master Class 2003

Ian has lived in Canberra since 1975, and has two daughters almost grown up now. He is a non-smoker and rarely uses alcohol. Ian enjoys contra dancing, bush walking and jogging. Prior to going into financial planning, Ian held a range of appointments, including:

  • Senior Adviser, Department of the Prime Minister and Cabinet
  • National Policy and Research Manager, The Australian Gas Association
  • Inquiry Director, Industry Commission
  • Principal Research Officer, IMPACT Project, University of Melbourne
  • Forest Economist, Bureau of Agricultural Economics

Qualifications:

  • Diploma of Financial Planning
  • Bachelor of Economics, Australian National University
  • Bachelor of Science (Forestry), ANU
  • Master of Commerce (Preliminary), University of Melbourne

Australian Financial Services

Ian Bruce is Authorised Representative Number 239714 of Australian Financial Services Limited (AFS) ABN 50 116 900 362 which is the holder of the Australian Financial Services Licence Number 297239. AFS is responsible for the advice Ian provides to clients.

© Capital Idea Financial Planning Pty Ltd 2010