Financial Adviser
· DAYBORO, QLD
Kristy-lee Lambert
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235614
Kristy-lee Lambert is a financial adviser based in Dayboro, Queensland, with 11 years of experience in the financial services industry. Kristy-lee is currently authorised under Cobalt Advisers Pty Ltd. Kristy-lee 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Monarch Institute
2015
Statement of Attainment
- Monarch Institute
2016
Margin Lending
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional