Gavin Lamb

Gavin Lamb Email and Phone Number

Principal and Senior Financial Adviser @ Navigate Advisors
Wagga Wagga, NSW, AU
Gavin Lamb's Location
Wagga Wagga, New South Wales, Australia, Australia
Gavin Lamb's Contact Details

Gavin Lamb work email

Gavin Lamb personal email

n/a

Gavin Lamb phone numbers

About Gavin Lamb

Everyone deserves a fulfilling life. EVERYONE.I help clients make smart financial decisions that advance them towards that fulfillment. It’s that simple.

Gavin Lamb's Current Company Details
Navigate Advisors

Navigate Advisors

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Principal and Senior Financial Adviser
Wagga Wagga, NSW, AU
Website:
navigateadvisors.com.au
Employees:
21
Gavin Lamb Work Experience Details
  • Navigate Advisors
    Principal And Senior Financial Adviser
    Navigate Advisors
    Wagga Wagga, Nsw, Au
    View
  • Navigate Advisors
    Principal & Senior Financial Adviser
    Navigate Advisors Oct 2017 - Present
    Wagga Wagga, Australia
    View
  • Twomeys Accounting & Advice
    Practice Principal And Lead Financial Planner
    Twomeys Accounting & Advice Oct 2016 - Sep 2017
    Wagga Wagga, Australia
    Being passionate about the client experience, I have made the move into a Practice Principal role at Twomeys. With the ability to influence client outcomes as well as the experience clients have by dealing with me in person and my business in general, I leverage my people skills and academic qualifications for continuous improvement - never resting on my laurels or taking the most important part of the equation for granted - the client.By putting clients at the centre of everything I do, I see the opportunity to impress upon clients from all stages of life, the importance of good advice and receive the greatest of all "thank you's" - a referral for someone they care about..
    View
  • Easdowns Business Specialists
    Financial Planner
    Easdowns Business Specialists Oct 2013 - Oct 2016
    Wagga Wagga Area, Australia
    In this role I call on my specialist skillset in regards to business owners and the challenges they face in a dynamic environment. It specifically centres on an appreciation of their business, its role as a wealth creation hub and finally, how to harness that wealth creation to create future passive wealth opportunities.
    View
  • National Australia Bank
    Senior Financial Planning Manager
    National Australia Bank Jan 2005 - Aug 2013
    Wagga Wagga, Australia
    Advising clients on Superannuation, Pension and Investment strategies that aimed to achieve their lifestyle objectives and complemented their values.
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  • Commonwealth Bank
    Financial Planner
    Commonwealth Bank Mar 1999 - Dec 2004
    Wagga Wagga, Australia
    Advising clients on Superannuation, Pension and Investment strategies.
    View

Gavin Lamb Skills

Wealth Management Superannuation Financial Planning Wealth Investments Portfolio Management Risk Management Income Protection Investment Strategies Wealth Accumulation Financial Advisory Strategic Financial Planning Life Insurance Relationship Management Wealth Management Services Smsf Investment Advisory Retirement Planning Financial Services Financial Risk Term Life Insurance High Net Worth Individuals Asset Protection Personal Financial Planning Banking Estate Tax Planning Tpd Personal Tax Planning Holistic Financial Planning Brain Injury Rehabilitation Business Relationship Management Sports Finance

Gavin Lamb Education Details

  • Afa - Kaplan Professional
    Afa - Kaplan Professional
    Credit, High Distinction, High Distinction
  • Kaplan Professional
    Kaplan Professional
    (Financial Planning)

Frequently Asked Questions about Gavin Lamb

What company does Gavin Lamb work for?

Gavin Lamb works for Navigate Advisors

What is Gavin Lamb's role at the current company?

Gavin Lamb's current role is Principal and Senior Financial Adviser.

What is Gavin Lamb's email address?

Gavin Lamb's email address is ga****@****.com.au

What is Gavin Lamb's direct phone number?

Gavin Lamb's direct phone number is +614275*****

What schools did Gavin Lamb attend?

Gavin Lamb attended Afa - Kaplan Professional, Kaplan Professional.

What are some of Gavin Lamb's interests?

Gavin Lamb has interest in Politics, Children, Education.

What skills is Gavin Lamb known for?

Gavin Lamb has skills like Wealth Management, Superannuation, Financial Planning, Wealth, Investments, Portfolio Management, Risk Management, Income Protection, Investment Strategies, Wealth Accumulation, Financial Advisory, Strategic Financial Planning.

Who are Gavin Lamb's colleagues?

Gavin Lamb's colleagues are Judilyn Casipong, Emily Butt, Carly Seymour, Shirley Mae Macarayo, Catherine Capiral, Sam Lucas, David Hodge.

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