Financial Adviser
· PARKSIDE, SA
Lachlan William Harvey
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000227293
Lachlan William Harvey is a financial adviser based in Parkside, South Australia, with 26 years of experience in the financial services industry. Lachlan is currently authorised under Goldsborough Financial Services 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 Economics 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Economics
Flinders University
2002
Graduate Diploma in Financial Planning
Securities Institute
2011
DPML Margin Lending
Pinnacle
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register