Bridget Mary Poulos
Financial Adviser in Phillip, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300188
- Location
- Phillip ACT 2606
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 26 November 2021
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services, National Insurance Brokers Association of Australia (2009); Diploma of Financial Planning, Mentor Education (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Bridget Mary Poulos
Bridget Mary Poulos is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Phillip, Australian Capital Territory (adviser number 000300188).
Bridget provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. The current authorisation started on 26 November 2021.
The register records 2006 as the year Bridget first provided financial advice. Qualifications and training on file include Diploma of Financial Services (National Insurance Brokers Association of Australia, 2009) and Diploma of Financial Planning (Mentor Education, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Mary Poulos a registered financial adviser?
Yes. Bridget Mary Poulos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300188.
Which licensee does Bridget Mary Poulos work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Bridget Mary Poulos give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.