Financial Adviser
· BUDDINA, QLD
Lachlan Keenan
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268735
Lachlan Keenan is a financial adviser based in Buddina, Queensland, with 8 years of experience in the financial services industry. Lachlan is currently authorised under Securinvest Financial Planners 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 Commerce (Financial Planning) (Accounting) from University of the Sunshine Coast. 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
2018
Bachelor of Commerce (Financial Planning) (Accounting)
University of the Sunshine Coast
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register