Financial Adviser
· SOUTHPORT, QLD
Lachlan Cruickshank
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296505
Lachlan Cruickshank is a financial adviser based in Southport, Queensland, with 4 years of experience in the financial services industry. Lachlan is currently authorised under Count Financial 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 Commerce (Financial Planning and Marketing) from Griffith University.
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
2020
Bachelor of Commerce (Financial Planning and Marketing)
Griffith University
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Introduction to SMSFs
Accurium Education