Data sourced from ASIC Financial Advisers Register
Financial Adviser · GEELONG WEST, VIC

Lachlan Patten

11 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000470449

Lachlan Patten is a financial adviser based in Geelong West, Victoria, with 11 years of experience in the financial services industry. Lachlan is currently authorised under Akumin Financial Planning Pty 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 Commerce (Economics and Financial Planning) from Deakin University.

Authorised to Advise On

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

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

2015
Bachelor of Commerce (Economics and Financial Planning)
Deakin University
2018
Margin Lending
DeakinPrime
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Dec 2014 - 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