Peter Lambert's Location
Sydney, NSW, AU
Peter Lambert's Work
- Financial Planner and Partner @ PSK Financial Services
- Financial Planner @ Plan Financial Benefits (Licensed to Godfrey Pembroke)
- Financial Planner @ Plan Financial Benefits (Licensed to Lonsdale Limited)
- Branch Manager - Financial Planning @ ANZ McCaughan Securities Ltd
Peter Lambert's Education
- Deakin University
Certified Financial Planner (CFP) (Financial planning, investment, superannuation, insurance, estate planning, taxation.)
1990 - 1995 - UNSW
BA - Dip Ed (Economics and Education)
1971 - 1975
Peter Lambert's Skills
- Pre Post Retirement solutions
- Small business Succession planning
- SMSF solutions
- Superannuation
- Estate Planning
- Investments
- Succession Planning
- Retirement
- Pensions
- SMSF
Peter Lambert's Summary
Peter Lambert, based in Sydney, NSW, AU, is currently a Financial Planner and Partner at PSK Financial Services, bringing experience from previous roles at Plan Financial Benefits (Licensed to Godfrey Pembroke), Plan Financial Benefits (Licensed to Lonsdale Limited) and ANZ McCaughan Securities Ltd. Peter Lambert holds a 1990 - 1995 Certified Financial Planner (CFP) in Financial planning, investment, superannuation, insurance, estate planning, taxation. @ Deakin University. With a robust skill set that includes Pre Post Retirement solutions, Small business Succession planning, SMSF solutions, Superannuation, Estate Planning and more, Peter Lambert contributes valuable insights to the industry. Peter Lambert has 1 email on RocketReach.
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