Lachlan John Morgan
Financial Adviser in Scone, New South Wales, Australia
Review Lachlan John Morgan
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 number000318999
- Location
- Scone NSW 2337
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 12 October 2012
- First provided advice
- 2012
- Qualifications
- Bachelor of Business (Economics), Queensland University of Technology (2006); Graduate Diploma of Applied Finance and Investment, Kaplan Professional (2008); CFA Charter Holder, CFA (2014)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute)
- Advice areas
- securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Register status
- Current
About Lachlan John Morgan
On the Financial Advisers Register kept by ASIC, Lachlan John Morgan appears as a current financial adviser in Scone, New South Wales, adviser number 000318999.
Lachlan provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 12 October 2012.
The register records 2012 as the year Lachlan first provided financial advice. Qualifications and training on file include Bachelor of Business (Economics) (Queensland University of Technology, 2006), Graduate Diploma of Applied Finance and Investment (Kaplan Professional, 2008) and CFA Charter Holder (CFA, 2014). Lachlan is recorded as a member of Chartered Financial Analyst Institute (CFA Institute).
Lachlan is authorised to advise on securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending and managed discretionary account services.
Reviews
Nobody has reviewed Lachlan John Morgan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Lachlan John Morgan a registered financial adviser?
Yes. Lachlan John Morgan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318999.
Which licensee does Lachlan John Morgan work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Lachlan John Morgan give advice on?
The register lists these advice areas: securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; managed discretionary account services.