SAM BRIDGWOOD


Licensee: ADELAIDE WEALTH MANAGEMENT PTY LTD

SAM BRIDGWOOD (Adviser# 001005067) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 22, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SAM BRIDGWOOD
Adviser Number 001005067
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000495480
ADELAIDE WEALTH MANAGEMENT PTY LTD
Licence Controlled By Rocco ZAPPIA
Adviser Start Date 2018-01-22
Appointing Representative Name ADELAIDE WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000495480
Memberships SMSF Association

Authorisations to provide financial product advice

  • SAM BRIDGWOOD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Banking and Finance) University of Adelaide
Graduate Diploma in Applied Finance and Investment Securities Institute
Graduate Diploma in Financial Planning Financial Planning Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000495480 ADELAIDE WEALTH MANAGEMENT PTY LTD
Licence controlled by: Rocco ZAPPIA
2018-01-22 - ADELAIDE WEALTH MANAGEMENT PTY LTD
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2004-03-01 - 2017-12-22 MACQUARIE EQUITIES LIMITED

Licensee Information

Licence Name ADELAIDE WEALTH MANAGEMENT PTY LTD
Licence Number 000495480

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.