Financial Adviser
· MELBOURNE, VIC
Stephen John Lambert
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412493
Stephen John Lambert is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry since 2002. Stephen is currently authorised under Bw Capital Pty Ltd, operating through Bw Capital. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Masters of Applied Finance from Macquarie University Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1983
Bachelor of Economics
University of Sydney
1995
Masters of Applied Finance
Macquarie University Sydney
1999
Diploma of Financial Planning
FAAA - (prev. FPA)
2002
Derivatives Accreditation (Level 1 & 2)
ASX
2007
Certificate of Taxation
ATO
2012
Chartered Financial Analyst (Level 1)
CFA Institute
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan