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- Stephen Mervyn Lambert
Stephen Mervyn Lambert
- Name
- Stephen Mervyn Lambert
- ID
- 419384
- ABN
- –
- First Provided Advice
- 2012
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 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
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- A.c.n. 603 037 510 Pty Ltd (#494274)
- Commenced
- Feb. 15, 2018
- Ceased
- Aug. 14, 2020
- Status
- Current
- Licence Holder
- Vision Planning & Finance (aust) Pty ltd (#492807)
- Commenced
- Aug. 15, 2020
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Ballast Financial Management Pty Ltd (#233180)
- Commenced
- Aug. 7, 2014
- Ceased
- Jan. 13, 2015
- Status
- Ceased
- Licence Holder
- Ballast Financial Management Pty Ltd (#233180)
- Commenced
- Jan. 13, 2015
- Ceased
- Oct. 16, 2015
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- March 26, 2012
- Ceased
- Oct. 31, 2013
- Status
- Ceased
- Licence Holder
- Ipraxis Pty Ltd (#329337)
- Commenced
- Oct. 8, 2015
- Ceased
- July 20, 2017