Data sourced from ASIC Financial Advisers Register
Financial Adviser · ASCOT VALE, VIC

Lachlan James Brown

2 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001303763

Lachlan James Brown is a financial adviser based in Ascot Vale, Victoria, with 2 years of experience in the financial services industry. Lachlan is currently authorised under Charter Financial Planning 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 Business (Financial Planning) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

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

Authorised to provide tax financial advice services

Qualifications and Training

2018
Diploma of Financial Planning
Mentor Education Pty Ltd
2020
Bachelor of Business (Financial Planning)
Royal Melbourne Institute Of Technology

Registration History

Charter Financial Planning Limited
May 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register