Financial Adviser
· FULLARTON, SA
Bridget Anne Lamphee
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000243657
Bridget Anne Lamphee is a financial adviser based in Fullarton, South Australia, with 25 years of experience in the financial services industry. Bridget is currently authorised under Count Financial 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 Bachelor of Business (Applied Economics) from University of South Australia. Bridget is a member of FINSIA, SMSF Association and Securities & Derivatives Industry Association (SDIA).
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
1992
Bachelor of Business (Applied Economics)
University of South Australia
2000
Graduate Diploma in Applied Finance and Investment
Securities Institute
2005
Applied Self-Managed Super Fund Advice
Australian Executor Trustees
2005
SMSF Special Advisor
SMSF Association
2008
LAWS5009 Commercial and Corporations Law
University of South Australia
2008
SMSF Strategies Specialist SMSF Adviser Training Course
SMSF Training
2009
ASX Accredited Listed Product Adviser (ALPA) Program
Kaplan Professional
2010
SMSF Strategies Estate Planning Course
SMSF Strategies
2012
Margin Lending and Geared Investments
Kaplan Professional
2015
Accredited Aged Care Professional
Aged Care Steps
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education