Financial Adviser · PERTH, WA

Jackson Patrick Mclachlan

PERTH, WA

5 Years experience

Tax advice
authorised

ASIC Registered · ADV 001288610

Currently at

Wealth Plus Solutions

Perth, WA (firm address)

View firm profile

About Jackson Patrick Mclachlan

Jackson Patrick Mclachlan is a financial adviser based in Perth, Western Australia, with 5 years of experience in the financial services industry since 2021. Jackson is currently authorised under Wealth Plus Solutions. Jackson holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jackson's qualifications include a Bachelor of Management from Deakin University. Jackson is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Not authorised in SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Management

Deakin University

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Wealth Plus Solutions Pty Ltd

Apr 2023 - Present Current

Not authorised in SMSF advice

Akumin Financial Planning Pty Limited

Jun 2021 - Mar 2023 Ceased

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