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Martin Lambert CFP
Martin started working in the finance industry in 1984 and has experience in both the United Kingdom and Australia. He specialises in assisting working families to reduce their financial worries so that they can concentrate on the important things in life such as health, relationships and lifestyle. Martin views his role as that of a mentor or financial coach and his wide-ranging experience has enabled him to assist many families towards achieving their financial goals. Martin has a Diploma in Financial Planning and became a Certified Financial Planner in 2002. Martin is a member of the Financial Planning Association (FPA).
Bernadine Vergara
Bernadine has been working with Martin since 2004 and is the central figure in our administration team. Bernadine is usually the first contact that clients will have with the business; her high standards, enthusiasm and commitment to client service make Bernadine an invaluable asset to the practice. Bernadine’s role is integral to the implementation of the financial plan and ongoing reviews. Her duties range from reception and maintenance of client records to organising Martin’s daily activities and assisting in practice management. Bernadine is always available to assist Martin and clients with their general enquiries.
Charmain Snell
Charmain has been working with Martin since 1998 and has a strong understanding of all aspects of the business. Her broad range of experience means that she is involved in the para-planning, office management and administration of the business. Charmain plays a critical role in the construction of financial plans as well as the ongoing client reviews. She is always involved in the business development process and is a key guiding influence to the team.
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