Stephen John Lambert
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000412493
- Location
- Melbourne VIC 3004
- Licensee
- BW Capital Pty Ltd (AFSL 221409)
- Authorised since
- 10 October 2011
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, University of Sydney (1983); Masters of Applied Finance, Macquarie University Sydney (1995); Diploma of Financial Planning, (prev. FPA) (1999); Derivatives Accreditation (Level 1 & 2), ASX (2002); Certificate of Taxation, ATO (2007); Chartered Financial Analyst (Level 1), CFA Institute (2012); Ethics and Professionalism in Financial Advice, Kaplan (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen John Lambert
Stephen John Lambert is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000412493).
The licensee Stephen advises under is BW Capital Pty Ltd (AFS licence 221409). The current authorisation started on 10 October 2011.
According to the register, Stephen first provided financial advice in 2002. The qualifications listed for Stephen include Bachelor of Economics (University of Sydney, 1983), Masters of Applied Finance (Macquarie University Sydney, 1995) and Diploma of Financial Planning ((prev. FPA), 1999).
Stephen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Stephen John Lambert a registered financial adviser?
Yes. Stephen John Lambert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000412493.
Which licensee does Stephen John Lambert work under?
BW Capital Pty Ltd, Australian financial services licence 221409.
What can Stephen John Lambert give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives; foreign exchange contracts.