Financial Adviser · NORTH SYDNEY, NSW

Lachlan Stuart David St Clair

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000261460

Lachlan Stuart David St Clair is a financial adviser based in North Sydney, New South Wales, with 22 years of experience in the financial services industry. Lachlan is currently authorised under Oreana Financial Services 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 Certified Financial Planner (CFP) from Financial Advice Association of Australia Limited. Lachlan is a member of Financial Advice Association of Australia (FAAA), Investment & Wealth Institute and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Economics

Macquarie University

2003

Diploma of Financial Planning

Financial Advice Association of Australia Limited

2006

Certified Financial Planner (CFP)

Financial Advice Association of Australia Limited

2006

Certified Financial Planner

Financial Advice Association of Australia Limited

2012

Self Managed Superannuation Funds Certificate

University of Adelaide

2015

Credit Management

Kaplan Higher Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2021

Certified Investment Management Analyst

Portfolio Constructions Forum Pty Ltd

Registration History

Oreana Financial Services Pty Ltd

Oct 2023 - Present Current

The Advice Exchange Pty Ltd

Jul 2008 - Oct 2023 Ceased

Source: ASIC Financial Advisers Register