Financial Adviser
· RICHMOND, VIC
Lachlan James Anderson
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002927
Lachlan James Anderson is a financial adviser based in Richmond, Victoria, with 15 years of experience in the financial services industry. Lachlan is currently authorised under The Advice Exchange 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 Finance from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: excludes advice on credit services as related to financial planning
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Finance
La Trobe University
2011
Specialist Knowledge- Securities
Kaplan Professional Education
2013
Record and Implement client instructions
Kaplan Professional Education
Registration History
excludes advice on credit services as related to financial planning
Not authorised to provide personal advice on Securities
Source: ASIC Financial Advisers Register