Financial Adviser
· CAMBERWELL, VIC
Lachlan John Campbell
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258222
Lachlan John Campbell is a financial adviser based in Camberwell, Victoria, with 9 years of experience in the financial services industry. Lachlan is currently authorised under Tiernan Parsons 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 Commerce (Economics and Financial Planning) from Deakin University.
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
2012
Bachelor of Commerce (Economics and Financial Planning)
Deakin University
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2013
Diploma of Financial Planning
Kaplan Professional
2020
Ethics & Professionalism
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register