Stephen Mervyn Lambert
VISION PLANNING AND FINANCE ( NSW ) PTY LTD · Rankin Park NSW 2287 · Advising since 2012
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000419384
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- VISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807Through authorised representative VISION PLANNING AND FINANCE ( NSW ) PTY LTD (no. 001282980)Since 15 August 2020
- Principal business address
- Rankin Park NSW 2287
- First year providing advice
- 2012
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2020 – presentVISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807Through authorised representative VISION PLANNING AND FINANCE ( NSW ) PTY LTD (no. 001282980)
- CEASEDFeb 2018 – Aug 2020A.C.N. 603 037 510 PTY LTD · AFSL 494274
- CEASEDOct 2015 – Jul 2017IPRAXIS PTY LTD · AFSL 329337
- CEASEDJan 2015 – Oct 2015BALLAST FINANCIAL MANAGEMENT PTY LTD · AFSL 233180Through authorised representative VISION PLANNING AND FINANCE ( NSW ) PTY LTD (no. 000471188)
- CEASEDAug 2014 – Jan 2015BALLAST FINANCIAL MANAGEMENT PTY LTD · AFSL 233180
- CEASEDMar 2012 – Oct 2013GWM ADVISER SERVICES PTY LTD · AFSL 230692
- CEASEDOct 2004 – Feb 2012AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD · AFSL 226403
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Economic and Legal Context for Financial Planning
Kaplan Professional · 2020 · Other
Certficate IV in Financial Services (Finance and Mortage)
AAMC Training Group · 2006 · Certificate (AQF 1-4)
Diploma of Financial Planning
Mentor Education · 2005
Master of Business
Charles Sturt University · 1998 · Masters Degree (AQF 9)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Stephen Mervyn Lambert claims the profile.
Reviews
Not yet reviewed
No client has reviewed Stephen Mervyn Lambert on Souffle yet.
Contacting Stephen Mervyn Lambert
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
VISION PLANNING AND FINANCE ( NSW ) PTY LTD
Authorised by VISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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