Financial Adviser
· SYDNEY, NSW
Lachlan Latham
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006459
Lachlan Latham is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Lachlan is currently authorised under Macquarie Equities 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 Bachelor of Business Studies from Charles Sturt University. Lachlan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
Mentor Education
2014
928 Margin Lending
Other - Kaplan Higher Education Pty Limited
2014
Advanced Diploma of Financial Planning
Mentor Education
2014
Bachelor of Business Studies
Charles Sturt University
2015
Cavendish & ICFS Specialist SMSF Course
Cavendish Superannuation Pty Ltd and International Centre for Financial Services / University of Ade
2017
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2021
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register