Financial Adviser
· NORWEST, NSW
Lachlan Sue
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271549
Lachlan Sue is a financial adviser based in Norwest, New South Wales, with 8 years of experience in the financial services industry. Lachlan is currently authorised under Matrix Integrated Professional Advice 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 Bachelor of Business Administration with the Degree of Bachelor of Laws from Macquarie University. Lachlan is a member of ASIC Approved SMSF Auditor, SMSF Association, Tax Practitioners Board and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Business Administration with the Degree of Bachelor of Laws
Macquarie University
2018
Diploma of Financial Planning
Kaplan Professional
2018
Graduate Diploma of Applied Tax Law
The Tax Institute
2025
Graduate Diploma of Financial Planning
Kaplan Professional