Financial Adviser
· RANKIN PARK, NSW
Stephen Mervyn Lambert
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000419384
Stephen Mervyn Lambert is a financial adviser based in Rankin Park, New South Wales, with 14 years of experience in the financial services industry. Stephen is currently authorised under Vision Planning & Finance (Aust) Pty Ltd. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business from Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1998
Master of Business
Charles Sturt University
2005
Diploma of Financial Planning
Mentor Education
2006
Certficate IV in Financial Services (Finance and Mortage)
AAMC Training Group
2020
Economic and Legal Context for Financial Planning
Kaplan Professional
Registration History
A.C.N. 603 037 510 PTY LTD
IPRAXIS PTY LTD
BALLAST FINANCIAL MANAGEMENT PTY LTD
BALLAST FINANCIAL MANAGEMENT PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register