Lachlan Andrews Barr
Financial Adviser in Gosford, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000292304
- Location
- Gosford NSW 2250
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 30 January 2019
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Services (2005); Tier 1 Margin Lending, Kaplan (2017)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Direct Equities excludes direct equities advice and SMSF excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Lachlan Andrews Barr
On the Financial Advisers Register kept by ASIC, Lachlan Andrews Barr appears as a current financial adviser in Gosford, New South Wales, adviser number 000292304.
The licensee Lachlan advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). The current authorisation started on 30 January 2019.
According to the register, Lachlan first provided financial advice in 2005. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2005) and Tier 1 Margin Lending (Kaplan, 2017).
Lachlan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Direct Equities excludes direct equities advice and SMSF excludes SMSF.”
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Questions people ask
Is Lachlan Andrews Barr a registered financial adviser?
Yes. Lachlan Andrews Barr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000292304.
Which licensee does Lachlan Andrews Barr work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Lachlan Andrews Barr 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; retirement savings accounts; standard margin lending. It also records this restriction: "Direct Equities excludes direct equities advice and SMSF excludes SMSF."