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- Financial Advisers Australia (FAA)
- Bridget Anne Lamphee
Bridget Anne Lamphee
- Name
- Bridget Anne Lamphee
- ID
- 243657
- ABN
- –
- First Provided Advice
- 2001
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 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
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- FINSIA
- SMSF Association
- Securities & Derivatives Industry Association (SDIA)
Licencee
- Status
- Ceased
- Licence Holder
- Paragem Pty Limited (#297276)
- Commenced
- Oct. 3, 2019
- Ceased
- April 30, 2025
- Status
- Current
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- May 1, 2025
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- A.c.n. 140 520 225 Pty Ltd (#345905)
- Commenced
- Feb. 14, 2014
- Ceased
- Nov. 6, 2017
- Status
- Ceased
- Licence Holder
- Ljfd Pty Ltd (#438458)
- Commenced
- Nov. 2, 2017
- Ceased
- Nov. 3, 2017
- Status
- Ceased
- Licence Holder
- Ljfd Pty Ltd (#438458)
- Commenced
- Nov. 7, 2017
- Ceased
- Oct. 1, 2019
- Status
- Ceased
- Licence Holder
- Professional Investment Services Pty Ltd (#234951)
- Commenced
- April 27, 2004
- Ceased
- Oct. 3, 2011