Bridget Lucy Ambrose
Financial Adviser in Unley, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000405895
- Location
- Unley SA 5061
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 9 June 2011
- First provided advice
- 2011
- Qualifications
- Bachelor of Applied Finance, University of South Australia (2010); Margin Lending and Geared Investments, Kaplan (2011); SMSF, Kaplan (2012); ALPA, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bridget Lucy Ambrose
Bridget Lucy Ambrose is a financial adviser in Unley, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000405895.
The licensee Bridget advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 9 June 2011.
According to the register, Bridget first provided financial advice in 2011. Qualifications and training on file include Bachelor of Applied Finance (University of South Australia, 2010), Margin Lending and Geared Investments (Kaplan, 2011) and SMSF (Kaplan, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bridget Lucy Ambrose a registered financial adviser?
Yes. Bridget Lucy Ambrose is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000405895.
Which licensee does Bridget Lucy Ambrose work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Bridget Lucy Ambrose give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.