Financial Adviser · SUTHERLAND, NSW

Ronald Lambert

SUTHERLAND, NSW

49 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239971

Currently at

Lambert Group Management

Sutherland, NSW (firm address)

View firm profile

Ronald Lambert is a financial adviser based in Sutherland, New South Wales, with 49 years of experience in the financial services industry since 1977. Ronald is currently authorised under Lambert Group Management. Ronald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ronald's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning (Aust) Pty Limited. Ronald is a member of Association of Independently Owned Financial Professionals (AIOFP) and MDRT - The Premier Association of Financial Professionals.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca Learning (Aust) Pty Limited

2013

Fellow Chartered Financial Practitioner (FChFP)

Asia Pacific Financial Services Association

2022

Ethics and Professional Standards for Financial Advisers

Ethics - New South Wales Technical and Further Education Commission (TAFE NSW)

2026

Commercial Law

Kaplan Professional

2026

Tax for financial advising

Kaplan Professional

Registration History

Lambert Group Management Pty Ltd

Nov 2020 - Present Current

A.C.N. 133 593 012 PTY LTD

Sep 2011 - Feb 2019 Ceased

Excludes SMSF

FINANCIAL SERVICES PARTNERS PTY LIMITED

Oct 2003 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register