Bruce Peter Stone
BRUCE STONE FINANCIAL PLANNING PTY LTD · Joondalup WA 6027 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000260433
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Through authorised representative BRUCE STONE FINANCIAL PLANNING PTY LTD (no. 000412668)Since 13 October 2011
- Principal business address
- Joondalup WA 6027
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- Certified Financial Planner (CFP) of Financial Advisers Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTOct 2011 – presentPROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Through authorised representative BRUCE STONE FINANCIAL PLANNING PTY LTD (no. 000412668)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Superannuation Advice Course (FPC003)
Kaplan Higher Education · 2022 · Other
Client Engagement Skills Course (FPC007B)
Kaplan Higher Education · 2021 · Bridging Course - Behavioural Finance
Economic and Legal Context for Financial Planning Course (FPC001B)
Kaplan Higher Education · 2020 · Bridging Course - Regulation & Legal Obligations
Ethics and Professionalism in Financial Advice Course (FPC002B)
Kaplan Higher Education · 2019 · Bridging Course - Ethics
Margin Lending and Geared Investments Course
Kaplan Professional · 2010 · Other
ASX Accredited Listed Product Adviser Program
Kaplan Professional · 2008 · Other
Certified Financial Planner (CFP) Education Program
FPA Australia · 2007 · Professional Designations
Advanced Diploma of Financial Services (Financial Planning)
FPA Australia · 2005 · Advanced Diploma (AQF 6)
Self Managed Superannuation Funds Course
Tribeca Learning · 2004 · Other
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Bruce Peter Stone claims the profile.
Reviews
Not yet reviewed
No client has reviewed Bruce Peter Stone on Souffle yet.
Contacting Bruce Peter Stone
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
BRUCE STONE FINANCIAL PLANNING PTY LTD
Authorised by PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Bruce Peter Stone claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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