Lachlan Stuart David ST Clair
Financial Adviser in North Sydney, New South Wales, Australia
Review Lachlan Stuart David ST Clair
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 number000261460
- Location
- North Sydney NSW 2060
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 20 October 2023
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics, Macquarie University (1999); Diploma of Financial Planning, Financial Advice Association of Australia Limited (2003); Certified Financial Planner (CFP), Financial Advice Association of Australia Limited (2006); Certified Financial Planner, Financial Advice Association of Australia Limited (2006); Self Managed Superannuation Funds Certificate, University of Adelaide (2012); Credit Management, Kaplan Higher Education Pty Limited (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); Certified Investment Management Analyst, Portfolio Constructions Forum Pty Ltd (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Investment & Wealth Institute; SMSF Association
- 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, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Lachlan Stuart David ST Clair
Lachlan Stuart David ST Clair is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000261460).
The licensee Lachlan advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). That authorisation dates from 20 October 2023.
According to the register, Lachlan first provided financial advice in 2004. The qualifications listed for Lachlan include Bachelor of Economics (Macquarie University, 1999), Diploma of Financial Planning (Financial Advice Association of Australia Limited, 2003) and Certified Financial Planner (CFP) (Financial Advice Association of Australia Limited, 2006). Lachlan is recorded as a member of Financial Advice Association of Australia (FAAA), Investment & Wealth Institute and SMSF Association.
Lachlan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Lachlan Stuart David ST Clair here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Lachlan Stuart David ST Clair a registered financial adviser?
Yes. Lachlan Stuart David ST Clair is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000261460.
Which licensee does Lachlan Stuart David ST Clair work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Lachlan Stuart David ST Clair 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; derivatives; foreign exchange contracts.