Financial Adviser · MELBOURNE, VIC

James Thomson Lake

MELBOURNE, VIC
ASIC Registered · ADV 001321339
Licensee
Brisbane, QLD (licence address on ASIC register)

About James Thomson Lake

James Thomson Lake is a financial adviser based in Melbourne, Victoria. James works at Morgans Financial, which is licensed through Morgans Financial Limited. James holds authorisations to advise on superannuation, managed investments, securities and deposit products. James holds a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology.

Authorised to Advise On

Superannuation Managed Investments Securities Deposit Products Government Bonds

Qualifications and Training

2022
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology

Registration History

May 2026 - Present Current

Source: ASIC Financial Advisers Register