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

Jannette Moseley

Jannette Moseley

Financial Adviser

Jannette is our Senior Investment and Advice Specialist in Canberra and is a Fellow Chartered Financial Practitioner (FChFP). Jannette is part of our Investment Services Team and brings with her a wealth of experience from having owned her own practice. Her responsibilities include advising clients on their superannuation and investments and helping them to retire in a good position with a cash flow that works for them. She enjoys working with clients over the long term, and to look after a whole of life scenario for families and business corporates. Click here for Jannette’s FSG.

Jonathan Sims

Jonathan Sims

Financial Adviser

Jonathan is a Financial Adviser in Canberra and uses a goal orientated advice approach. He has an Advanced Diploma in Financial Planning (ADFP) and believes in that tailoring a financial plan to suit one‘s lifestyle goals is key to a client’s personal success. A proactive investor himself, Jonathan prides himself on utilising his experiences to provide information and education to his clients. Consequently, this helps clients feel secure that the decisions made are the best for their circumstances. Click here for Johnathan’s FSG.

Sophie Bailey

Sophie Bailey

Personal Assistant to Ron Lambert – Managing Director

Sophie is responsible for assisting the Insurance division with general administration, the appointment process and all general enquiries. As personal assistant to Ron Lambert Sophie is the first point of contact for all Insurance Clients for the Canberra office.