STEPHEN MERVYN LAMBERT
Financial Adviser · Rankin Park, NSW
📚 Qualifications & Training
1998 - Master of Business - Masters Degree (AQF 9) - Charles Sturt University
2005 - Diploma of Financial Planning - - Mentor Education
2006 - Certficate IV in Financial Services (Finance and Mortage) - Certificate (AQF 1-4) - AAMC Training Group
2020 - Economic and Legal Context for Financial Planning - Other - Kaplan Professional
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.