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Meet Bridget Lamphee

Our Financial Planner

 

 

Her dream

Bridget's main dream is for her family to live happy and healthy lives full of opportunity and personal success. Her goal is to continue to travel with her partner and three (3) children aged 15, 14 and 10, so they can experience different cultures, environments and cuisines.

 

She aspires to retire close to the beach with great restaurants (Noosa comes to mind..) so she can enjoy runs through the rainforests, surf, beach walks and eating great food.

 

Her passion... and something fun

Bridget loves spending time with friends and family, especially going for lunch and trying new foods and wines. Bridget must always read (and approve) a menu prior to rocking up to a restaurant. Somewhat obsessed you might say.. 

 

She also loves swimming and playing tennis - or any game for that matter.

 

What our client's value in her

Bridget offers tailored, goal-based advice. Because of this, our clients know that their best interests are considered paramount and that there is no bias to any product or company. Bridget loves building a rapport with her clients, the journey and becoming their trusted adviser. Clients truly appreciate her attention to detail and sense of urgency that she provides each of them and their families.

 

Bridget's technical skills and expertise are also highly valued by our clients, particularly in the SMSF space (which she is very passionate about). Bridget has held a specialist designation in this area for over 15 years, so her strategic knowledge is held in high repute by Johnston Grocke clients. 

 

Download Bridget's Financial Services Guide HERE

Download Bridget's Adviser Profile HERE



Contact Johnston Grocke

Contact Johnston Grocke - Telephone 08 8303 0300 or send us an email by using our simple online form.

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IMPORTANT NOTICE

On this entire website, information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

No representation is given, warranty made or responsibility taken about the accuracy, timeliness or completeness of information sourced from third parties. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

Anthony Klatt, John Grocke and Mathew Wilkshire are authorised representatives of Paragem Pty Ltd. Paragem Pty Ltd ABN 16 108 571 875, is the holder of Australian Financial Services License number 297276 and these authorised representatives trade as Johnston Grocke.

AG Finance Group is a Corporate Credit Representative (396686) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit License Number 391237).