Lachlan Mill
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001263949
- Location
- Adelaide SA 5000
- Licensee
- Optimal AFSL Pty Ltd (AFSL 431258)
- Authorised since
- 25 July 2019
- First provided advice
- 2018
- Qualifications
- Graduate Diploma of Applied Finance and Investment, Securities Institute of Australia (2003); Advanced Diploma of Accounting, Tafe SA (2017); Diploma of Financial Planning, Tafe SA (2017); Advanced Diploma of Financial Planning, Monarch Institute (2018); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- FINSIA; Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Register status
- Current
About Lachlan Mill
Lachlan Mill is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001263949.
Lachlan provides advice as an authorised representative of Optimal AFSL Pty Ltd, which holds Australian financial services licence 431258. The current authorisation started on 25 July 2019.
The register records 2018 as the year Lachlan first provided financial advice. Qualifications and training on file include Graduate Diploma of Applied Finance and Investment (Securities Institute of Australia, 2003), Advanced Diploma of Accounting (Tafe SA, 2017) and Diploma of Financial Planning (Tafe SA, 2017). Lachlan is recorded as a member of FINSIA and Stockbrokers and Investment Advisers Association (SIAA).
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.
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Questions people ask
Is Lachlan Mill a registered financial adviser?
Yes. Lachlan Mill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263949.
Which licensee does Lachlan Mill work under?
Optimal AFSL Pty Ltd, Australian financial services licence 431258.
What can Lachlan Mill 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; standard margin lending.