We are beyond thrilled to announce another major milestone for Lambourne Partners Wealth.

Effective 1 July 2024, we will proudly operate under our own Australian Financial Services Licence (AFSL), with the launch of our new entity, Lambourne Financial Services Pty Ltd. This is not just a step forward; it’s a giant leap in our pursuit to improve the financial advisory landscape.

Obtaining our own AFSL is a significant accomplishment, especially within the local community. It signifies our unwavering commitment to providing truly bespoke financial advice that is not swayed or influenced by the agendas of corporate dealer groups. This move positions us at the forefront of innovation and client-focused advice.

Kurt Purkiss, Director of Lambourne Partners Wealth, couldn’t be more excited about this game-changing development:

“Securing our own Australian Financial Services licence is an incredible achievement that opens up a world of possibilities for us and our clients. It’s a testament to Lambourne Partners dedication, expertise, and vision for a more personalised and adaptable approach to financial advice. We’re breaking away from the conventional and paving the way for a new era of financial advice.” – Kurt Purkiss

We would like to extend our heartfelt thanks to the leadership at Godfrey Pembroke for being our home for the past few years. Your support and guidance have been invaluable in our growth and success. We also owe a debt of gratitude to Tanya Curtin, Doug Adie, Stephen Poole, and Charles Smith, whose confidence in us has been instrumental in our decision to pursue our own path. Your belief in our vision has been a driving force behind this monumental achievement.

The financial advisory industry is evolving, and we are proud to be at the forefront of this change. Our decision to operate under our own AFSL reflects our commitment to innovation and excellence. We believe that by prioritising our clients’ interests and maintaining full regulatory compliance, we can set new standards in the industry and inspire other firms to follow suit.

As we embark on this new chapter, we are excited about the opportunities that lie ahead. We look forward to working with other high-quality firms that share our commitment to client-focused advice. By collaborating with like-minded professionals, we can continue to push the boundaries of what is possible in financial planning and create a more dynamic and responsive industry.

This journey is not just about us; it’s about creating a better future for our clients and the broader financial advisory community. We are committed to being leaders in this space, setting new benchmarks for excellence and innovation.

About Lambourne Partners Wealth

Lambourne Partners Wealth is a financial planning firm based in Hamilton, NSW. Our team is dedicated to delivering bespoke advice, and in helping clients achieve their financial goals with confidence and clarity.

We believe that financial planning is about more than just numbers; it’s about understanding our clients’ unique needs and goals and providing advice that helps them achieve their dreams. Our approach is built on trust, integrity, and a deep commitment to our clients’ success.

As we move forward under our new AFS licence, we are excited about the possibilities that lie ahead. We are committed to continuing to deliver the highest quality financial advice, tailored to the unique needs of each of our clients. This next chapter is just beginning, and we look forward to the many opportunities that lie ahead.

Contact Information

For media inquiries, please contact:

Kurt Purkiss
Director Lambourne Partners Wealth
Email: kurt.purkiss@lambourne.com.au
Phone: 02 4969 6600