Financial Adviser
· ADELAIDE, SA
Lachlan Wade Kennett
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412868
Lachlan Wade Kennett is a financial adviser based in Adelaide, South Australia, with 15 years of experience in the financial services industry. Lachlan is currently authorised under Bdo Private Wealth Advisers 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 International Business from Flinders 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of International Business
Flinders University
2010
Graduate Diploma of Applied Finance (Financial Planning major).
Kaplan Higher Education Pty Limited
2011
Margin Lending Accreditation
Financial Essentials
2017
Tax for Financial Advising
Kaplan
2022
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education
Registration History
GPL (VIC) PTY LTD
Managed Investments schemes, including IDPS - Restricted to agreed model protfolios
PPS LIFESTYLE SOLUTIONS PTY LTD
Source: ASIC Financial Advisers Register