Data sourced from ASIC Financial Advisers Register
Financial Adviser · DONCASTER, VIC

Lachlan Geoffrey Zimmer

5 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001257464

Lachlan Geoffrey Zimmer is a financial adviser based in Doncaster, Victoria, with 5 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 (Accounting) from Monash University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2019
Bachelor of Business (Accounting)
Monash University
2019
Bachelor of Business (Banking & Finance)
Monash University
2020
Diploma of Finance and Mortgage Broking Management
International Institute of Technology Pty Ltd (IIT)
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Mar 2021 - 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