Financial Adviser · SUTHERLAND, NSW

Ronald Lambert

SUTHERLAND, NSW

49 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239971

Currently at

Lfc Group

Sydney, NSW (firm address)

View firm profile

About Ronald Lambert

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 Lfc Group. 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.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2013

Fellow Chartered Financial Practitioner (FChFP)

Association of Financial Advisers (AFA)

2023

FPETH501A Ethics and Professional Standards for Financial Advisers

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

2026

Commercial Law

Kaplan Higher Education Pty Limited

2026

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Lfc Group Pty Limited

Sep 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Lambert Group Management Pty Ltd

Nov 2020 - Sep 2026 Ceased

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