My aim is to provide clients with a consistent level of excellence in client advice and service - precursors to earning implicit trust.To do so, I endeavour to leverage off my considerable expertise and experience, as well as adhere to tried and tested finance and investment methods. I have a passion for education and derive great fulfilment from imparting my knowledge on to others, including those aspiring to enter the financial services industry.
Bw Capital Melbourne Pty Ltd
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DirectorBw Capital Melbourne Pty Ltd Oct 2005 - PresentMelbourne, AustraliaBW Capital is a niche, independent, asset management and investment consultancy firm that provides innovative, customised solutions to clients' often complex situations.We work pre-dominantly with wholesale investors, being high net-worth individuals, affluent families, institutional investors and other advisory firms.Key Services Include:Financial Modelling and ProjectionsStrategic and Tactical Investment AdviceAsset ManagementTreasury and Cash-flow ManagementCustody and AdministrationFamily OfficeGovernanceResearch
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Senior Investment AdviserCommonwealth Bank, Private Client Services 2002 - 2005
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National ManagerNational Australia Bank, Global Markets 1992 - 1998
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Treasury Relationship ManagerCitibank Limited 1984 - 1991Sydney And Melbourne
Stephen Lambert Skills
Stephen Lambert Education Details
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Macquarie UniversityApplied Finance -
University Of SydneyEconomics And Business Law
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St Ignatius College Riverview, SydneyHigher School Certificate
Frequently Asked Questions about Stephen Lambert
What company does Stephen Lambert work for?
Stephen Lambert works for Bw Capital Melbourne Pty Ltd
What is Stephen Lambert's role at the current company?
Stephen Lambert's current role is Strategic Financial Advice | Asset Management | Investment Consulting.
What schools did Stephen Lambert attend?
Stephen Lambert attended Macquarie University, University Of Sydney, St Ignatius College Riverview, Sydney.
What skills is Stephen Lambert known for?
Stephen Lambert has skills like Powerpoint, Public Speaking, Windows, Teaching, Photoshop, Portfolio Management, Investments, English, Negotiation, Finance, Strategic Planning, Strategy.
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1lastingaid.co.za -
Stephen Lambert
Director And Senior Financial Advisor At Vision Planning And Finance (Nsw) Pty LtdNewcastle, Nsw3gmail.com, gmail.com, vpf.com.au -
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Stephen Lambert
Providing Expertise In Health Education, Accreditation, Assessment And Monitoring And EvaluationGreater Melbourne Area
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