About Us

STEPHEN LAMBERT

Director

Stephen has more than thirty years of experience in the financial services industry. Having worked with ANZ Bank, St George Bank and as CEO of National Brokers Group and Chief Operating Officer of Vow Financial, now part of Yellow Brick Road. 

Managing an AFSL, as a Director and Responsible Manager since 2017. Stephen also understands the demands and on-going requirements of being a Financial Adviser, with over 8 years’ experience managing his personal clients.

Highly respected in the financial services industry, Stephen conducts himself with integrity, passion and professionalism.

Qualifications include:

  • FASEA Industry Examination (Pass)
  • Masters In Business Administration (General Management)
  • Diploma in Financial Services (Financial Planning)
  • Diploma in Financial Services (Mortgage Brokering)
  • Accounting Certificate
  • Training and Assessment Certificate IV
  • Graduate Certificate in Management
  • Currently studying Graduate Diploma in Financial Planning

We look forward to working with you to achieve your goals.