Bridget Lamphee

Financial Adviser

ASIC adviser number:

000243657

Qualifications and training:

1992, Bachelor of Business (Applied Economics), Bachelor Degree (AQF 7), University of South Australia
2000, Graduate Diploma in Applied Finance and Investment, Graduate Diploma (AQF 8), Securities Institute
2005, Applied Self-Managed Super Fund Advice, Certificate (AQF 1-4), Australian Executor Trustees
2005, SMSF Special Advisor, Other, SMSF Association
2008, LAWS5009 Commercial and Corporations Law, Other, University of South Australia
2008, SMSF Strategies Specialist SMSF Adviser Training Course, Other, SMSF Training
2009, ASX Accredited Listed Product Adviser (ALPA) Program, Other, Kaplan Professional
2010, SMSF Strategies Estate Planning Course, Other, SMSF Strategies
2012, Margin Lending and Geared Investments, Other, Kaplan Professional
2015, Accredited Aged Care Professional, Other, Aged Care Steps
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education

When adviser first provided advice:

2001

Membership of professional associations:

FINSIA
SMSF Association
Securities & Derivatives Industry Association (SDIA)

Disciplinary action by ASIC:

None

Location:

290 Glen Osmond Rd
Fullarton SA 5063

AFS licence holder name:

Count Financial Limited

AFS licence number:

000227232

Licence controlled by:

Count Limited ~ Count Member Firm Pty Ltd ~ Commonwealth Bank Of Australia [Date Ceased: 01/10/2019]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».