Financial Adviser · GOODWOOD, SA

Roger Geoffrey Pridham

30 Years experience
ASIC Registered · ADV 000255623

Roger Geoffrey Pridham is a financial adviser based in Goodwood, South Australia, with 30 years of experience in the financial services industry. Roger is currently authorised under Pgw Financial Services Pty Ltd. Roger holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Diploma of Financial Services (Financial Planning) from Integratec.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Qualifications and Training

2002
Risk Management
Kaplan/Integratec
2004
Diploma of Financial Services (Financial Planning)
Integratec
2010
Margin Lending & Geared Investments
Adelaide Bank/Leveraged Equities
2011
Diploma of Financial Advising
Securities Institute
2011
Self Managed Superannuation Specialist
Cavendish Superannuation
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Economic and Legal Context for Financial Planning
Kaplan Professional
2020
Estate and Succession Planning
Kaplan Professional
2020
Insurance Advice
Kaplan Professional
2020
Investment Advice
Kaplan Professional

Registration History

Feb 2013 - Present Current
AAA FINANCIAL INTELLIGENCE LTD
Dec 2012 - Feb 2013 Ceased
AAA SHARES PTY LTD
Feb 2007 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register