Kristy-Lee Lambert
Financial Adviser in Dayboro, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001235614
- Location
- Dayboro QLD 4521
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 1 October 2024
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Monarch Institute (2015); Statement of Attainment, Monarch Institute (2015); Margin Lending, Kaplan Professional (2016); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Kristy-Lee Lambert
On the Financial Advisers Register kept by ASIC, Kristy-Lee Lambert appears as a current financial adviser in Dayboro, Queensland, adviser number 001235614.
The licensee Kristy-Lee advises under is Cobalt Advisers Pty Ltd (AFS licence 512550). That authorisation dates from 1 October 2024.
The register records 2015 as the year Kristy-Lee first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Monarch Institute, 2015), Statement of Attainment (Monarch Institute, 2015) and Margin Lending (Kaplan Professional, 2016).
Kristy-Lee is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kristy-Lee Lambert a registered financial adviser?
Yes. Kristy-Lee Lambert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235614.
Which licensee does Kristy-Lee Lambert work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can Kristy-Lee Lambert give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.