Financial Adviser
· PHILLIP, ACT
Bridget Mary Poulos
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300188
Bridget Mary Poulos is a financial adviser based in Phillip, Australian Capital Territory, with 20 years of experience in the financial services industry. Bridget is currently authorised under Matrix Planning Solutions Limited. Bridget holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services from National Insurance Brokers Association of Australia. Bridget is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services
National Insurance Brokers Association of Australia
2018
Diploma of Financial Planning
- Mentor Education
Registration History
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
A.C.N. 133 593 012 PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register