Financial Adviser
· MELBOURNE, VIC
Lachlan Fong
No disciplinary history on record with ASIC
MELBOURNE,
VIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001322289
About Lachlan Fong
Lachlan Fong is a financial adviser based in Melbourne, Victoria. Lachlan is currently authorised under Canaccord Genuity Financial Limited, operating through Canaccord Genuity Financial. Lachlan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lachlan's qualifications include a Bachelor of Commerce and Arts from Monash University. Lachlan is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce and Arts
Monash University
2019
Graduate Diploma of Chartered Accounting (CA)
Chartered Accounting (CA)
2026
Graduate Diploma of Financial Planning
Kaplan