Stephen Mervyn Lambert
Financial Adviser in Rankin Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000419384
- Location
- Rankin Park NSW 2287
- Licensee
- Vision Planning & Finance (Aust) Pty Ltd (AFSL 492807)
- Authorised since
- 15 August 2020
- First provided advice
- 2012
- Qualifications
- Master of Business, Charles Sturt University (1998); Diploma of Financial Planning, Mentor Education (2005); Certficate IV in Financial Services (Finance and Mortage), AAMC Training Group (2006); Economic and Legal Context for Financial Planning, Kaplan Professional (2020)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Mervyn Lambert
Stephen Mervyn Lambert is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rankin Park, New South Wales (adviser number 000419384).
Advice is given under the Australian financial services licence of Vision Planning & Finance (Aust) Pty Ltd, licence number 492807. That authorisation dates from 15 August 2020.
The register records 2012 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Master of Business (Charles Sturt University, 1998), Diploma of Financial Planning (Mentor Education, 2005) and Certficate IV in Financial Services (Finance and Mortage) (AAMC Training Group, 2006).
Stephen is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Stephen Mervyn Lambert a registered financial adviser?
Yes. Stephen Mervyn Lambert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000419384.
Which licensee does Stephen Mervyn Lambert work under?
Vision Planning & Finance (Aust) Pty Ltd, Australian financial services licence 492807.
What can Stephen Mervyn Lambert give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.