RONALD LAMBERT
Financial Adviser · Sutherland, NSW
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning (Aust) Pty Limited
2013 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Asia Pacific Financial Services Association
2022 - Ethics and Professional Standards for Financial Advisers - Bridging Course - Ethics - New South Wales Technical and Further Education Commission (TAFE NSW)
2026 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
2026 - Tax for financial advising - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
MDRT - The Premier Association of Financial Professionals
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.