STEPHEN JOHN LAMBERT (Adviser# 000412493) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 10, 2011.
| Register Name | Financial Advisers |
| Adviser Name | STEPHEN JOHN LAMBERT |
| Adviser Number | 000412493 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000221409 BW CAPITAL PTY LTD |
| Licence ABN | 53100714118 |
| Licence Controlled By |
DAVID CHARLES HARDEN STEPHEN JOHN LAMBERT |
| Adviser Start Date | 2011-10-10 |
| Appointing Representative Name | BW CAPITAL PTY LTD |
| Appointing Representative Number | 000221409 |
| Appointing Representative ABN | 53100714118 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of Sydney |
| Certificate of Taxation | ATO |
| Chartered Financial Analyst (Level 1) | CFA Institute |
| Derivatives Accreditation (Level 1 & 2) | ASX |
| Masters of Applied Finance | Macquarie University Sydney |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000221409 |
BW CAPITAL PTY LTD
Licence controlled by: DAVID CHARLES HARDEN ~ STEPHEN JOHN LAMBERT |
2011-10-10 - | BW CAPITAL PTY LTD |
| 000221409 |
BW CAPITAL PTY LTD
Licence controlled by: DAVID CHARLES HARDEN ~ STEPHEN JOHN LAMBERT |
2005-10-01 - 2011-10-10 |
| Licence Name | BW CAPITAL PTY LTD |
| Licence Number | 000221409 |
| Licence ABN | 53100714118 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JULIA LOUISE MCCULLAGH | Bw Capital Pty Ltd | Current | 2017-04-28 |
| IVY CHING HSIA LAI | Bw Capital Pty Ltd | Current | 2011-10-21 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JULIA LOUISE MCCULLAGH | Bw Capital Pty Ltd | Current | 2017-04-28 |
| IVY CHING HSIA LAI | Bw Capital Pty Ltd | Current | 2011-10-21 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.