Financial Adviser · MAROOCHYDORE, QLD

Lachlan Otto

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003899

Lachlan Otto is a financial adviser based in Maroochydore, Queensland, with 12 years of experience in the financial services industry. Lachlan is currently authorised under Bridges Financial Services Pty 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2014

FNS50610 Diploma of Financial Planning

Kaplan Professional Education

2023

FPE020 SMSF Regulation and Taxation

Kaplan Professional Education

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Bridges Financial Services Pty Limited

Mar 2026 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Akumin Financial Planning Pty Limited

Jan 2026 - Mar 2026 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Future Wealth Advisers Aust Pty Ltd

Sep 2025 - Oct 2025 Ceased

Wealthmed Financial Pty Ltd

Mar 2025 - Jul 2025 Ceased

Akumin Financial Planning Pty Limited

Aug 2023 - Feb 2025 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Jan 2022 - Aug 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Commonwealth Financial Planning Limited

Sep 2014 - Dec 2021 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register