Lachlan Alexander McPhie
Financial Adviser in Armidale, New South Wales, Australia
Review Lachlan Alexander McPhie
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000259300
- Location
- Armidale NSW 2350
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 2004
- Qualifications
- Accredited Derivatives Adviser Level 2, ASX (2001); Diploma of Financial Planning, FPA (2002); ASX/ACH Responsible Executive Exam, ASX (2009); Margin Lending Accreditation Program, Deakin Prime (2010); Ethics and Professional Relationships, QUT (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Lachlan Alexander McPhie
Lachlan Alexander McPhie is a financial adviser in Armidale, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000259300.
Lachlan provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 10 March 2004.
According to the register, Lachlan first provided financial advice in 2004. The qualifications listed for Lachlan include Accredited Derivatives Adviser Level 2 (ASX, 2001), Diploma of Financial Planning (FPA, 2002) and ASX/ACH Responsible Executive Exam (ASX, 2009).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Lachlan Alexander McPhie here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Lachlan Alexander McPhie a registered financial adviser?
Yes. Lachlan Alexander McPhie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259300.
Which licensee does Lachlan Alexander McPhie work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Lachlan Alexander McPhie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.