Bridget Lamphee Email & Phone Number
Financial Plannner and SMSF Specialist @ Johnston Grocke
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Bridget Lamphee Location
- Adelaide, SA, AU
Bridget Lamphee Work
- 2019 -now Financial Plannner and SMSF Specialist @
- 2017 -2019 Financial Advisor and SMSF Specialist at Heard Financial @
- 2017 -2019 Financial Adviser and SMSF Specialist @
- 2014 -2017 Director and SMSF Specialist Advisor @ Lamphee Financial Advisors Pty Ltd formerly Addept Financial Strategists
- 2011 -2014 Investment and SMSF Specialist Adviser @
- 2004 -2011 SMSF Specialist Adviser @ Wealth Australia
Bridget Lamphee Education
- Self Managed Super Fund Association - SMSF Specialist Advisor
(Self Managed Super Fund Association Specialist Advisor - SSA)
2005-2020 - University of South Australia
Masters in Accountancy (5 subjects Masters Business Accountancy)
2005-2008 - Finsia
Post Graduate Diploma Finance and Investment (Post Graduate Diploma in Finance & Investment - F Fin)
1998-2001 - University of South Australia
Bachelor of Business (Economics Major)
1988-1991
Bridget Lamphee Skills
- Investments
- Financial Services
- Estate Planning
- Pensions
- Insurance
- Finance
- SMSF
- Mutual Funds
- Wealth Management
- Investment Strategies
- Strategy
- Superannuation
- Portfolio Management
- Financial Planning
- Financial Advisory
- Wealth
- Wealth Accumulation
- Investment Advisory
- Financial Planners
- Income Protection
- Retirement Planning
- Retirement
- Asset Management
- Strategic Financial Planning
- SMSF Strategy Advice
- Personal Insurances
- Aged Care Strategy Advice
- Self Managed Superannuation Funds (SMSF)
Bridget Lamphee Summary
- Bridget Lamphee, based in Adelaide, SA, AU, is currently a Financial Plannner and SMSF Specialist at Johnston Grocke. Bridget Lamphee brings experience from previous roles at Heard Financial, Lamphee Financial Advisors Pty Ltd formerly Addept Financial Strategists and 360Private Pty Ltd. Bridget Lamphee holds a 2005 - 2020 Self Managed Super Fund Association - SMSF Specialist Advisor. With a robust skill set that includes Investments, Financial Services, Estate Planning, Pensions, Insurance and more. Bridget Lamphee has 1 emails and 1 mobile phone numbers on RocketReach.
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