Financial Adviser
· MELBOURNE, VIC
Lachlan Stewart Purdy Tom
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001320390
Lachlan Stewart Purdy Tom is a financial adviser based in Melbourne, Victoria. Lachlan is currently authorised under Kycu Financial Planning 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 (Banking and Finance) from Curtin University.
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
2022
Bachelor of Commerce (Banking and Finance)
Curtin University
2026
Graduate Diploma of Financial Planning
Kaplan Professional