Lachlan Donald Ashelford
Financial Adviser in Adamstown, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000225209
- Location
- Adamstown NSW 2289
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 28 May 2025
- First provided advice
- 2010
- Qualifications
- Bachelor Commerce (Accounting Finance), Deakin University (2006); Graduate Diploma of Financial Planning, Kaplan Professional (2013); Master of Applied Finance, Kaplan Professional (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Lachlan Donald Ashelford
Lachlan Donald Ashelford is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adamstown, New South Wales (adviser number 000225209).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 28 May 2025.
According to the register, Lachlan first provided financial advice in 2010. The qualifications listed for Lachlan include Bachelor Commerce (Accounting Finance) (Deakin University, 2006), Graduate Diploma of Financial Planning (Kaplan Professional, 2013) and Master of Applied Finance (Kaplan Professional, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Lachlan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Lachlan Donald Ashelford a registered financial adviser?
Yes. Lachlan Donald Ashelford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000225209.
Which licensee does Lachlan Donald Ashelford work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Lachlan Donald Ashelford 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. It also records this restriction: "This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."