Bridget Poulos
Financial Adviser
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About
Bridget Poulos is an ASIC-registered financial adviser dedicated to helping individuals and families in Phillip, ACT, achieve their financial goals. With a Diploma of Financial Services from the National Insurance Brokers Association of Australia (2009) and a Diploma of Financial Planning from Mentor Education (2018), Bridget possesses a strong foundation of knowledge and expertise in the financial services industry. She is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest ethical and professional standards. Bridget is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. She specialises in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities, ensuring her clients have access to tailored solutions that meet their unique needs and circumstances. • Superannuation advice • Insurance solutions • Retirement planning • Investment advice • Life Risk Insurance Bridget is committed to building long-term relationships with her clients, providing personalised guidance and support every step of the way. Whether you're planning for retirement, protecting your family's future, or seeking to grow your wealth, Bridget can help you achieve your financial aspirations. Contact Bridget today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What services does Bridget Poulos offer?
Bridget Poulos offers a range of financial services, including superannuation advice, insurance solutions, retirement planning, and investment advice. She specialises in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Bridget Poulos have?
Bridget holds a Diploma of Financial Services from the National Insurance Brokers Association of Australia and a Diploma of Financial Planning from Mentor Education. She is also a member of the Financial Advice Association of Australia (FAAA).
How does Bridget Poulos help with retirement planning?
Bridget can assist with all aspects of retirement planning, including assessing your current financial situation, setting retirement goals, developing a savings strategy, and managing your superannuation and investments to ensure a comfortable retirement.
What can I expect during my first meeting with Bridget Poulos?
During your first meeting, Bridget will take the time to understand your financial goals, current situation, and risk tolerance. She will then provide an overview of the services she offers and how she can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Bridget is the right financial adviser for you.
Why should I choose Bridget Poulos as my financial adviser?
Bridget is committed to providing personalised and professional financial advice tailored to your individual needs. With her qualifications, experience, and membership with the FAAA, you can trust that Bridget is dedicated to helping you achieve your financial goals with integrity and expertise.
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