Lachlan William Harvey
Financial Adviser in Parkside, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000227293
- Location
- Parkside SA 5063
- Licensee
- Goldsborough Financial Services Pty Ltd (AFSL 225330)
- Authorised since
- 1 April 2003
- First provided advice
- 2000
- Qualifications
- Bachelor of Economics, Flinders University (1997); Graduate Diploma in Financial Planning, Securities Institute (2002); DPML Margin Lending, Pinnacle (2011); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- 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 William Harvey
Lachlan William Harvey is a financial adviser in Parkside, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000227293.
Lachlan provides advice as an authorised representative of Goldsborough Financial Services Pty Ltd, which holds Australian financial services licence 225330. The current authorisation started on 1 April 2003.
The register records 2000 as the year Lachlan first provided financial advice. Qualifications and training on file include Bachelor of Economics (Flinders University, 1997), Graduate Diploma in Financial Planning (Securities Institute, 2002) and DPML Margin Lending (Pinnacle, 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lachlan William Harvey a registered financial adviser?
Yes. Lachlan William Harvey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000227293.
Which licensee does Lachlan William Harvey work under?
Goldsborough Financial Services Pty Ltd, Australian financial services licence 225330.
What can Lachlan William Harvey 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.