Financial Adviser
· WAGGA WAGGA, NSW
Gavin Michael Lamb
No disciplinary history on record with ASIC
WAGGA WAGGA,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000446490
Gavin Michael Lamb is a financial adviser based in Wagga Wagga, New South Wales, with 24 years of experience in the financial services industry since 2002. Gavin is currently authorised under Navigate Licence, operating through Navigate Advice. Gavin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gavin's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Gavin is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Self Managed Super Funds
Kaplan Professional
2015
Margin Lending
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
MAGNITUDE GROUP PTY LTD
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Source: ASIC Financial Advisers Register