Bridget Lamphee
Financial Adviser
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About
Bridget Lamphee is an ASIC-registered financial adviser dedicated to providing comprehensive financial solutions to clients in Fullarton, SA, and across Australia. With a strong academic foundation including a Bachelor of Business (Applied Economics) from the University of South Australia and a Graduate Diploma in Applied Finance and Investment from the Securities Institute, Bridget has continually enhanced her expertise through specialised training and certifications. These include being an SMSF Special Advisor, an ASX Accredited Listed Product Adviser (ALPA), and an Accredited Aged Care Professional, demonstrating a commitment to diverse client needs and best practices. Bridget is a member of FINSIA, the SMSF Association, and the Securities & Derivatives Industry Association (SDIA), reflecting her dedication to maintaining the highest professional standards. Authorised to provide advice on a comprehensive range of financial products, Bridget can assist with superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • SMSF advice • Aged Care advice Ready to take control of your financial future? Contact Bridget Lamphee today to arrange a consultation and discover how her expertise can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does Bridget Lamphee offer?
Bridget Lamphee provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Bridget Lamphee have?
Bridget Lamphee holds a Bachelor of Business (Applied Economics), a Graduate Diploma in Applied Finance and Investment, and numerous specialist certifications including SMSF Special Advisor and Accredited Aged Care Professional.
How can Bridget Lamphee help me with my superannuation?
Bridget can provide comprehensive advice on superannuation, including SMSF strategies, to help you maximise your retirement savings and ensure your superannuation aligns with your financial goals.
What is the process for working with Bridget Lamphee?
The process typically begins with an initial consultation to discuss your financial situation and goals. Bridget will then develop a tailored financial plan to address your specific needs and provide ongoing support to help you achieve your objectives.
Does Bridget Lamphee offer advice on aged care?
Yes, Bridget is an Accredited Aged Care Professional and can provide advice on navigating the financial aspects of aged care, including understanding costs, funding options, and Centrelink entitlements.
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