Financial Adviser
· ADELAIDE, SA
Sam Bridgwood
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005067
Sam Bridgwood is a financial adviser based in Adelaide, South Australia, with 21 years of experience in the financial services industry. Sam is currently authorised under Franklin Advisory Pty Ltd. Sam 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 Bachelor of Business (Banking and Finance) from University of Adelaide. Sam 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Business (Banking and Finance)
University of Adelaide
1999
Graduate Diploma in Financial Planning
Financial Planning Association of Australia
2001
Graduate Diploma in Applied Finance and Investment
Securities Institute
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register