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Bruce Tate

Bruce Tate

Advice Delivery Manager (Brisbane/Ballina)


  • Diploma of Financial Planning

Quality financial advice from a trusted Planner will ensure people can live their retirement years with confidence.

Bruce has been a Financial Planning professional for over 20 years of a 32 year financial services career. Prior to being appointed as the Regional Manager for the StatePlus Brisbane office, Bruce held several leadership roles within major financial services providers across New South Wales and Queensland.

A country boy at heart, Bruce combines a friendly, approachable style with a deep understanding of the Financial Planning industry and believes that honesty, integrity and trustworthiness should be in the DNA of all Financial Planners.

Away from work Bruce and his wife, Allison are kept busy with their 2 children plus a 3rd “child”, their Golden Retriever, Summer. Additionally, Bruce is on track to complete his Master of Financial Planning and attain his Certified Financial Planner designation.