Sam Bridgwood
Financial Adviser in Adelaide, South Australia, Australia
Review Sam Bridgwood
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001005067
- Location
- Adelaide SA 5000
- Licensee
- Franklin Advisory Pty Ltd (AFSL 495480)
- Authorised since
- 22 January 2018
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Banking and Finance), University of Adelaide (1997); Graduate Diploma in Financial Planning, Financial Planning Association of Australia (1999); Graduate Diploma in Applied Finance and Investment, Securities Institute (2001); Ethics and Professionalism in Financial Advice, 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 Sam Bridgwood
Sam Bridgwood is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001005067).
Sam provides advice as an authorised representative of Franklin Advisory Pty Ltd, which holds Australian financial services licence 495480. That authorisation dates from 22 January 2018.
The register records 2005 as the year Sam first provided financial advice. The qualifications listed for Sam include Bachelor of Business (Banking and Finance) (University of Adelaide, 1997), Graduate Diploma in Financial Planning (Financial Planning Association of Australia, 1999) and Graduate Diploma in Applied Finance and Investment (Securities Institute, 2001). Sam is recorded as a member of 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.
Reviews
Nobody has reviewed Sam Bridgwood here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Sam Bridgwood a registered financial adviser?
Yes. Sam Bridgwood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005067.
Which licensee does Sam Bridgwood work under?
Franklin Advisory Pty Ltd, Australian financial services licence 495480.
What can Sam Bridgwood 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.