Bruce Cooper has over 15 years of experience in the financial services industry and is a Senior Financial Adviser in Perth.
Bruce also supports the Moora office and is an adviser to a number of rural clients. Bruce has a truly international CV, having worked in Financial Services in his native South Africa, London and Australia. Having worked for two of the worlds largest Wealth Management companies in Europe's financial capital, he brings this experience to helping his clients manage their investments to achieve their financial goals. Previous to RSM, Bruce was a Senior Financial Advisor at Perpetual Ltd.
"I enjoy helping individual clients gain financial freedom so that they do not have to worry about their finances. I also enjoy helping not-for-profits manage their excess reserves to achieve a return that enables them to increase their community programs and help our community in a more meaningful way."
- Bruce Cooper
In his free time, Bruce enjoys keeping fit and running marathons. He is also a big fan of playing golf and watching his favourite sports, rugby union, cricket and AFL.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
SOLUTIONS BRUCE PROVIDES
- Bruce assists individuals to achieve their goals by providing sound financial advice tailored specifically to each individual's personal circumstances.
- Advising individuals in relation to investment planning, wealth protection, superannuation and retirement planning.
- Financial Advisers and Financial Planners in Perth
SIGNIFICANT PROJECTS
- Helping a large international not-for-profit restructure their investments and Investment Policy Statement in order to achieve a better risk-adjusted outcome on their portfolios that helped them increase their programs as well as helping them improve their governance and internal compliance.
PROFESSIONAL ASSOCIATIONS
- Associate Member, Financial Planning Association
QUALIFICATIONS
- Bachelor of Accounting Science - University of South Africa
- Advanced Diploma of Financial Planning
- Certified Financial Planner - CFP® Professional