Financial Adviser
· BOX HILL NORTH, VIC
Oliver James Lawton
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299184
Oliver James Lawton is a financial adviser based in Box Hill North, Victoria, with 3 years of experience in the financial services industry. Oliver is currently authorised under Apex Macro Financial Group Pty. Ltd.. Oliver holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2023
SMSF Regulations and Taxation
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register