Lachlan Otto
Financial Adviser in Maroochydore, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003899
- Location
- Maroochydore QLD 4558
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 30 March 2026
- First provided advice
- 2014
- Qualifications
- FNS50610 Diploma of Financial Planning, Kaplan Professional Education (2014); FPE020 SMSF Regulation and Taxation, Kaplan Professional Education (2023); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lachlan Otto
Lachlan Otto is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Maroochydore, Queensland (adviser number 001003899).
The licensee Lachlan advises under is Bridges Financial Services Pty Limited (AFS licence 240837). That authorisation dates from 30 March 2026.
According to the register, Lachlan first provided financial advice in 2014. Qualifications and training on file include FNS50610 Diploma of Financial Planning (Kaplan Professional Education, 2014), FPE020 SMSF Regulation and Taxation (Kaplan Professional Education, 2023) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2025).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Lachlan Otto a registered financial adviser?
Yes. Lachlan Otto is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003899.
Which licensee does Lachlan Otto work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Lachlan Otto give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Superannuation: Not authorised to provide SMSF advice."