Stephen John Lambert – Financial Adviser

Adviser identifying number: 412493
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: BW CAPITAL PTY LTD
Licence number: 221409
Licensee’s ABN: 53100714118
Licence controlled by: DAVID CHARLES HARDEN ~ STEPHEN JOHN LAMBERT

The date the Financial Adviser commenced the appointment: 10/10/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BW CAPITAL PTY LTD
Authorised Representative identifying number: 221409
Authorised Representative’s ABN: 53100714118

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• 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

Relevant memberships of professional bodies or industry associations:

Stephen John Lambert is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation