MEET THE TEAM

We are a team of dedicated professionals, ready to do what ever it takes to help you reach your financial goals.

Ron Lambert

Ron Lambert

Managing Director

Ron is the Managing Director of Lambert Investments and the Lambert Parkhill Jones Financial Group. He has been assisting clients with their wealth protection and investment requirements for more than three decades as a financial adviser and leads one of ClearView’s most respected businesses. Ron is a member of the FPA, AFA and is a Qualifying life Member of MDRT and Top of the Table. Ron has a Diploma in Financial Planning (ADFP) and is also a Fellow Chartered Financial Practitioner (FChFP). Ron assists clients in our Sydney, Canberra and Brisbane offices. Click here for Ron’s FSG

Luke Kelly

Luke Kelly

Financial Adviser

Luke is our Senior Investment and Advice Specialist. He has a Bachelor degree in Commerce, majoring in Finance and Economics and is currently studying to become a Fellow Chartered Financial Practitioner (FChFP). He offers a holistic approach to financial planning and enjoys helping people achieve their lifestyle goals both now and into the future. He is a good listener and always works in the best interests of his clients by developing individually tailored strategies to meet your needs. Luke assists clients in both the Sydney and Brisbane offices.
Click here for Luke’s FSG.

Mathew Hung

Mathew Hung

Financial Adviser

Mathew is our Superannuation and Investment Adviser. He has a Bachelor degree in Banking and Finance and has completed an Advanced Diploma in Financial Planning (ADFP). He has over 7 years experience in the finance sector specialising in superannuation. Mathew is highly client focused and is passionate when it comes to assisting clients’ achieve their retirement goals and ensure they feel comfortable with their financial decisions. His extensive knowledge within superannuation makes him a great addition to the team.

Stephen Dean

Stephen Dean

General Manager

Stephen is the General Manager of the combined Lambert Investments and Lambert Parkhill Jones Financial Group working out of our Sydney, Brisbane and Canberra offices. His responsibilities include management of the financial affairs of the Company, acquisitions of new businesses, administration of the three offices along with staffing, property and IT requirements.

Nicki Warburton

Nicki Warburton

Client Services Officer

Nicki works in the Superannuation and Investments division. Nicki follows through tasks associated with the completion and implementation of each client’s investment advice and is the first point of contact for our Sydney based investment and superannuation clients.

Jasmin Lambert

Jasmin Lambert

Client Communications

Jasmin is responsible for maintaining the management and organisation of our client database. Jasmin handles general client and fund manager enquiries as well as performing clerical and reception duties.

Joel Dodds

Joel Dodds

Business Manager – Analysis & Reporting

Joel is responsible for the Reporting and Data Analysis functions within the combined Lambert Investments and Lambert Parkhill Jones Financial Group working out of our Sydney office. Joel has a Bachelor of Business majoring in Accounting and possesses over fifteen years’ experience in complex financial and statistical analysis. Joel assists the management team in providing decision support, management reporting, and identifying opportunities to better serve our clients.

Tara Baigent

Tara Baigent

Client Services Officer

Tar is a former financial adviser, brings many years of experience to the life insurance and income protection division and now assists with client engagement and office administration.

Tanya Lambert

Tanya Lambert

Office Manager

Tanya is responsible for the daily management of the Sydney office and has responsibilities for some banking and payroll functions.