Financial Adviser
· ARMIDALE, NSW
Lachlan Alexander Mcphie
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259300
Lachlan Alexander Mcphie is a financial adviser based in Armidale, New South Wales, with 22 years of experience in the financial services industry. Lachlan is currently authorised under Morgans Financial Limited. Lachlan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Planning from FPA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Accredited Derivatives Adviser Level 2
ASX
2002
Diploma of Financial Planning
FPA
2009
ASX/ACH Responsible Executive Exam
ASX
2010
Margin Lending Accreditation Program
Deakin Prime
2020
Ethics and Professional Relationships
Ethics - QUT