Lachlan Wade Kennett
Financial Adviser in Adelaide, South Australia, Australia
Review Lachlan Wade Kennett
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 number000412868
- Location
- Adelaide SA 5000
- Licensee
- Bdo Private Wealth Advisers Pty Ltd (AFSL 238280)
- Authorised since
- 3 March 2021
- First provided advice
- 2011
- Qualifications
- Bachelor of International Business, Flinders University (2007); Graduate Diploma of Applied Finance (Financial Planning major)., Kaplan Higher Education Pty Limited (2010); Margin Lending Accreditation, Financial Essentials (2011); Tax for Financial Advising, Kaplan (2017); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Lachlan Wade Kennett
On the Financial Advisers Register kept by ASIC, Lachlan Wade Kennett appears as a current financial adviser in Adelaide, South Australia, adviser number 000412868.
Lachlan provides advice as an authorised representative of Bdo Private Wealth Advisers Pty Ltd, which holds Australian financial services licence 238280. That authorisation dates from 3 March 2021.
According to the register, Lachlan first provided financial advice in 2011. The qualifications listed for Lachlan include Bachelor of International Business (Flinders University, 2007), Graduate Diploma of Applied Finance (Financial Planning major). (Kaplan Higher Education Pty Limited, 2010) and Margin Lending Accreditation (Financial Essentials, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Lachlan Wade Kennett here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Lachlan Wade Kennett a registered financial adviser?
Yes. Lachlan Wade Kennett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000412868.
Which licensee does Lachlan Wade Kennett work under?
Bdo Private Wealth Advisers Pty Ltd, Australian financial services licence 238280.
What can Lachlan Wade Kennett 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.