Financial Adviser
· PARKSIDE, SA
Lachlan Pride Mcqueen
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000456086
Lachlan Pride Mcqueen is a financial adviser based in Parkside, South Australia, with 12 years of experience in the financial services industry. Lachlan is currently authorised under Midsec Licencing 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 Certified Financial Planner from Financial Planning Association. 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
2009
Bachelor of Business Administration & Applied Finance
University SA
2013
Graduate Diploma of Applied Finance
Kaplan Professional
2016
Certified Financial Planner
Financial Planning Association
2016
Self Managed Superannuation Funds
Kaplan Professional Education
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional