STEPHEN MERVYN LAMBERT (Adviser# 000419384) 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 February 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEPHEN MERVYN LAMBERT |
| Adviser Number | 000419384 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000494274 CROWN WEALTH GROUP PTY LTD |
| Licence ABN | 22603037510 |
| Adviser Start Date | 2018-02-15 |
| Appointing Representative Name | CROWN WEALTH GROUP PTY LTD |
| Appointing Representative Number | 000494274 |
| Appointing Representative ABN | 22603037510 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000494274 | CROWN WEALTH GROUP PTY LTD | 2018-02-15 - | CROWN WEALTH GROUP PTY LTD |
| 000329337 | IPRAXIS PTY LTD | 2015-10-08 - 2017-07-20 | IPRAXIS PTY LTD |
| 000233180 | BALLAST FINANCIAL MANAGEMENT PTY LTD | 2015-01-13 - 2015-10-16 | VISION PLANNING AND FINANCE ( NSW ) PTY LTD |
| 000233180 | BALLAST FINANCIAL MANAGEMENT PTY LTD | 2014-08-07 - 2015-01-13 | STEPHEN MERVYN LAMBERT |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2012-03-26 - 2013-10-31 | STEPHEN MERVYN LAMBERT |
| Licence Name | CROWN WEALTH GROUP PTY LTD |
| Licence Number | 000494274 |
| Licence ABN | 22603037510 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| COURTNEY LISTER | Crown Wealth Group Pty Ltd | Current | 2018-08-24 |
| KIRILEY ROPER | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| LYLE EVAN ALEXIS FILER | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| JOHN CHARLES CANNON | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| BRADLEY TUPPACK | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| TIMOTHY JOHN ARCHIBALD | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| JOHN GRIMA | Crown Wealth Group Pty Ltd | Current | 2018-07-31 |
| JIM FAIRHALL-DICKIE | Crown Wealth Group Pty Ltd | Current | 2018-07-30 |
| CHAD BROOKES | Crown Wealth Group Pty Ltd | Current | 2018-07-18 |
| CRAIG RICHARDS | Crown Wealth Group Pty Ltd | Current | 2018-07-13 |
Please comment or provide details below to improve the information on .
| 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.