Lachlan James Anderson
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002927
- Location
- Richmond VIC 3121
- Licensee
- The Advice Exchange Pty Ltd (AFSL 278937)
- Authorised since
- 16 July 2018
- First provided advice
- 2011
- Qualifications
- Bachelor of Finance, La Trobe University (2010); Specialist Knowledge- Securities, Kaplan Professional Education (2011); Record and Implement client instructions, Kaplan Professional Education (2013)
- 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
- excludes advice on credit services as related to financial planning
- Tax (financial) advice
- Yes
- Register status
- Current
About Lachlan James Anderson
On the Financial Advisers Register kept by ASIC, Lachlan James Anderson appears as a current financial adviser in Richmond, Victoria, adviser number 001002927.
Lachlan provides advice as an authorised representative of The Advice Exchange Pty Ltd, which holds Australian financial services licence 278937. That authorisation dates from 16 July 2018.
According to the register, Lachlan first provided financial advice in 2011. The qualifications listed for Lachlan include Bachelor of Finance (La Trobe University, 2010), Specialist Knowledge- Securities (Kaplan Professional Education, 2011) and Record and Implement client instructions (Kaplan Professional Education, 2013).
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.
A further restriction is recorded on the register: “excludes advice on credit services as related to financial planning.”
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Questions people ask
Is Lachlan James Anderson a registered financial adviser?
Yes. Lachlan James Anderson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002927.
Which licensee does Lachlan James Anderson work under?
The Advice Exchange Pty Ltd, Australian financial services licence 278937.
What can Lachlan James Anderson 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: "excludes advice on credit services as related to financial planning."