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Peter Bruce

Account Manager @Hostplus

Brisbane, AU
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Account Manager @Hostplus

Brisbane, AU

EDUCATION

2005 — 2005

Securities Institute of Australia

Self Managed Super Fund Accreditation, Financial Planning and Services

2007 — 2009

Kaplan

Advanced Diploma Financial Services, Financial Planning

2002 — 2005

Securities Institute of Australia

Diploma, Financial Planning

2013 — 2016

Griffith University

Masters in Business Administration, Business

2016 — 2016

Loughborough University

European Summer School of Advanced Management, International Business

SKILLS

Private BankingFixed AnnuitiesConsumer LendingPersonal Financial PlanningSuperannuationWealth ManagementResidential MortgagesFinancial AdviceFinancial PlanningMortgage LendingLife InsuranceFinanceDisability InsuranceRelationship ManagementWealth Management ServicesFinancial PlannersHome Equity LoansIncome ProtectionWealthTerm Life InsuranceSmall Business LendingRetirementStrategic Financial PlanningCommercial LendingBusiness Relationship ManagementInvestment StrategiesCredit AnalysisInsuranceHolistic Financial PlanningRetirement PlanningConstruction LoansSmsfBankingSavingsCritical IllnessRetail BankingFinancial AnalysisCommercial BankingRefinanceDebt Consolidation

ABOUT PETER BRUCE

I am an Account Manager for Hostplus responsible for servicing employers in QLD.I work closely with employers and other strategic partners to ensure our members can achieve their retirement goals. I take pride in my work and enjoy building strong trusting relationships with my colleagues, strategic partners, employers and most importantly, our members.Having a diversified work history in many areas of financial services has allowed me to experience new ideas and concepts and use these to improve processes, services and product delivery to make the client experience a better one.

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