Lachlan Mahon
Financial Adviser in Notting Hill, Victoria, Australia
Review Lachlan Mahon
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 number001003208
- Location
- Notting Hill VIC 3168
- Licensee
- Arco Financial Services Pty Ltd (AFSL 530960)
- Authorised since
- 1 September 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Financial Planning), Deakin University (2014); Diploma of Financial Planning, Kaplan Professional Education (2014); Advanced Diploma of Financial Planning, Kaplan Professional Education (2015); Self Managed Superannuation Funds, Kaplan Professional Education (2016); Certified Financial Planner, Financial Planning Association (2017); Ethics & Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Lachlan Mahon
Lachlan Mahon is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Notting Hill, Victoria (adviser number 001003208).
The licensee Lachlan advises under is Arco Financial Services Pty Ltd (AFS licence 530960). That authorisation dates from 1 September 2021.
According to the register, Lachlan first provided financial advice in 2014. The qualifications listed for Lachlan include Bachelor of Commerce (Financial Planning) (Deakin University, 2014), Diploma of Financial Planning (Kaplan Professional Education, 2014) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2015). Lachlan is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
Reviews
Nobody has reviewed Lachlan Mahon here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Lachlan Mahon a registered financial adviser?
Yes. Lachlan Mahon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003208.
Which licensee does Lachlan Mahon work under?
Arco Financial Services Pty Ltd, Australian financial services licence 530960.
What can Lachlan Mahon 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.