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Bridget Lamphee
Financial Plannner & SMSF Specialist at Johnston Grocke
Bridget Lamphee is a seasoned financial planner with 4 years of experience at Johnston Grocke, 2 years at Heard Financial, and 3 years at 360Private, holding a Master's in Accountancy and a Post Graduate Diploma in Finance and Investment.
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Location
Adelaide, South Australia, Australia, AU
Bio
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Bridget Lamphee is a seasoned financial expert with over 15 years of experience in the industry. As a Partner at Heard Financial, she provided strategic advice to clients on self-managed super funds, while also serving as a Director and SMSF Specialist Advisor at Lamphee Financial Advisors Pty Ltd. Her expertise spans SMSF strategy, investment advice, and financial planning, with a strong focus on delivering tailored solutions to clients. Bridget holds a Master of Accountancy and a Post Graduate Diploma in Finance and Investment, and is certified in Business Applications and Environmental Studies.
Credentials
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B Bus App Eco
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Experience
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Financial Plannner & SMSF Specialist
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Oct 2019 - Present
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Financial Advisor & SMSF Specialist at Heard Financial
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Nov 2017 - Oct 2019
Partner
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Financial Adviser & SMSF Specialist
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Nov 2017 - Oct 2019
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Lamphee Financial Advisors Pty Ltd formerly Addept Financial Strategists
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Level 3, 169 Fullarton Road, DULWICH SA 5065
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Director & SMSF Specialist Advisor
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Feb 2014 - Nov 2017
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Level 3, 169 Fullarton Road, DULWICH SA 5065
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360Private Pty Ltd
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Level 1, 170 Greenhill Road, Parkside SA 5063
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Investment & SMSF Specialist Adviser
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Sep 2011 - Feb 2014
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Level 1, 170 Greenhill Road, Parkside SA 5063
SMSF Strategic AdviceSMSF Investment Advice
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Wealth Australia
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Kent Town
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SMSF Specialist Adviser
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2004 - 2011
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Kent Town
SMSF Strategic AdviceSMSF Investment AdviceSMSF Financial Account Preparation & Audit File CompilationPersonal Insurance and Estate Planning Solutions
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Education
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2005 - 2020Self Managed Super Fund Association - SMSF Specialist Advisor
Self Managed Super Fund Association Specialist Advisor - SSA -
2005 - 2008
University of South Australia
Masters in Accountancy, 5 subjects Masters Business Accountancy -
1998 - 2001
Finsia
Post Graduate Diploma Finance and Investment, Post Graduate Diploma in Finance & Investment - F Fin -
1988 - 1991
University of South Australia
Bachelor of Business, Economics Major
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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