Lambda
- The Name
The name “Lambda” was chosen as its meaning
(in financial mathematics) is consistent with our philosophy.
In financial mathematics, the Greek symbol 
(lambda) is used to represent the expected return premium
(above a risk free rate of return) per unit of risk taken.
Lambda Group is committed to providing clients with strategic
value-added financial solutions to meet their needs, within
levels of risk acceptable to the client.
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Mission
Statement
Lambda‘s mission is to:
- provide strategic financial consulting
and administration solutions to superannuation funds,
statutory bodies, high net worth individuals and small
to medium sized enterprises
- conceptualise and deliver optimal
and value added client focused financial solutions
- deliver our services using innovative
and efficient processes underpinned by high ethical
and compliance standards
- provide to staff an enjoyable
and challenging work environment with opportunities
for career development commensurate with their ability
and ambition
- retain and enhance the profitability
and financial strength of the business
- retain our independence
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Corporate
Structure
The current structure is:
- Lambda Group Pty Ltd (holding
company)
- Lambda Investment Solutions Pty
Ltd (subsidiary)
- Lambda Financial Solutions Pty
Ltd (subsidiary)
- SuperAnswers
Pty Ltd (associated firm)
The Lambda
group of companies is independently owned and operated
by its senior personnel. Lambda provides consulting
and financial services for a fee agreed with the client.
Lambda does not receive any incentives or remuneration
from any investment manager, bank or other financial
institution for recommendations of client business.
Lambda Investment Solutions Pty Ltd holds an Australian
Financial Services License Number 240024.
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Senior
Personnel
Malcolm Gillespie - Principal
Paul
de Beer - Principal and Manager, Investor Services
Bill
Paige - Chartered Accountant
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Malcolm
Gillespie, B App Sc, M Sc St, CIMA, AIAA; (Principal)
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Malcolm
is a founding Principal of Lambda Group and has
over 15 years experience in superannuation, actuarial
and investment consulting.
Malcolm is an Associate of the Institute of Actuaries
of Australia (AIAA) and a member of the Investment
Management Consultants Association (IMCA) Australia.
Malcolm was in the first cohort outside North America
to successfully qualify for the Certified Investment
Management Consultants Association (CIMA) program. |
Malcolm specialises
in strategic retirement, estate and superannuation consulting,
and investment consulting and portfolio management.
Malcolm is
the Responsible Officer of Lambda Investment Solutions
Pty Ltd.
E-mail: mgillespie@lambda.com.au
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Paul
de Beer, B Bus (Accy), GDipAppFin (Finsia), GDipFinPlanning
(Finsia), Dip
SM, F Fin; (Principal)
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Paul
joined Lambda Group on 1 April 1996.
Paul
has over ten years experience in superannuation
and investment consulting and management. Paul
specialises in:
- strategic retirement, estate,
and superannuation consulting
- investment consulting and
portfolio management
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E-mail:
pdebeer@lambda.com.au
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William
Paige, CA, B Bus (Acctg)
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Prior
to joining Lambda Group, Bill had over 23 years
experience in the Chartered Accounting profession.
Bill specialises in assisting small to medium
sized enterprises with accounting, taxation and
business advice and has been Principal of his
own professional practice for the last seven years.
Bill
is:
- a member of the Institute
of Chartered Accountants in Australia.
- a Registered Tax Agent.
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Code
of Professional Responsibility
Each professional staff member of Lambda Group shall:
- Serve the financial interests
of clients. All recommendations to clients and decisions
on behalf of clients shall be solely in the interest
of the clients.
- Disclose fully to clients services
provided and compensation received.
- Provide to clients all requested
information as well as other information they may
need to make informed decisions. All client inquiries
shall be answered promptly, completely, and truthfully.
- Maintain the confidentiality of
all information entrusted by the client, to the fullest
extent permitted by law.
- Comply fully with all statutory
and regulatory requirements affecting the delivery
of services to clients.
- Endeavour to establish and maintain
excellence in all aspects of financial services to
clients.
- Maintain the highest standard
of personal conduct.
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