Financial Adviser · GOSFORD, NSW

Lachlan Andrews Barr

21 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000292304

Lachlan Andrews Barr is a financial adviser based in Gosford, New South Wales, with 21 years of experience in the financial services industry. Lachlan is currently authorised under Infocus Securities Australia Pty Ltd. 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 Services (Financial Planning) from AMP Financial Services.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Direct Equities excludes direct equities advice and SMSF excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

AMP Financial Services

2017

Tier 1 Margin Lending

- Kaplan

Registration History

Infocus Securities Australia Pty Ltd

Jan 2019 - Present Current

Direct Equities excludes direct equities advice and SMSF excludes SMSF

Alpha Investment Management Pty Ltd

Mar 2017 - Jan 2019 Ceased

Securities - excludes direct equities; Superannuation - excludes Self-Managed Superannuation Funds

Akumin Financial Planning Pty Limited

Mar 2016 - Aug 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Dec 2011 - Mar 2016 Ceased

Excluding Self Managed Superannuation Funds

Charter Financial Planning Limited

Dec 2009 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register