Lachlan Iain Walton
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001249626
- Location
- Adelaide SA 5000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 30 June 2023
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (International Business, Finance and Trade), University of South Australia (2013); FNS50615 Diploma of Financial Planning, Kaplan Education Pty Ltd (2016); FNS60415 Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2019); Accredited Listed Product Adviser Program, Kaplan Education Pty Ltd (2025); Tax for Financial Advising, Kaplan Education Pty Ltd (2025)
- 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
- Advice on superannuation excludes self-managed superannuation funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lachlan Iain Walton
On the Financial Advisers Register kept by ASIC, Lachlan Iain Walton appears as a current financial adviser in Adelaide, South Australia, adviser number 001249626.
Advice is given under the Australian financial services licence of Shadforth Financial Group Limited, licence number 318613. The current authorisation started on 30 June 2023.
According to the register, Lachlan first provided financial advice in 2016. The qualifications listed for Lachlan include Bachelor of Business (International Business, Finance and Trade) (University of South Australia, 2013), FNS50615 Diploma of Financial Planning (Kaplan Education Pty Ltd, 2016) and FNS60415 Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2017).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “Advice on superannuation excludes self-managed superannuation funds.”
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Questions people ask
Is Lachlan Iain Walton a registered financial adviser?
Yes. Lachlan Iain Walton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001249626.
Which licensee does Lachlan Iain Walton work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Lachlan Iain Walton 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: "Advice on superannuation excludes self-managed superannuation funds."