Financial Adviser
· BUDERIM, QLD
Lachlan Money
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000424756
Lachlan Money is a financial adviser based in Buderim, Queensland, with 14 years of experience in the financial services industry. Lachlan is currently authorised under Gps Wealth 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) 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
2012
Bachelor of Commerce (Financial Planning)
University of the Sunshine Coast
2014
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2016
Margin Lending
AAMC Training Group
2018
Self-Managed Superannuation Funds
Kaplan Professional
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register