Sam Lachlan Carroll
Financial Adviser in Sydney, New South Wales, Australia
Review Sam Lachlan Carroll
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 number000322725
- Location
- Sydney NSW 2000
- Licensee
- Walker Lane Pty Ltd (AFSL 509305)
- Authorised since
- 26 September 2019
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending & Geared Investments, Kaplan Professional (2010); Bachelor of Business, Australian Catholic University (2012)
- 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 Sam Lachlan Carroll
Sam Lachlan Carroll is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000322725).
Advice is given under the Australian financial services licence of Walker Lane Pty Ltd, licence number 509305. That authorisation dates from 26 September 2019.
The register records 2008 as the year Sam first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Margin Lending & Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
Reviews
Nobody has reviewed Sam Lachlan Carroll here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Sam Lachlan Carroll a registered financial adviser?
Yes. Sam Lachlan Carroll is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000322725.
Which licensee does Sam Lachlan Carroll work under?
Walker Lane Pty Ltd, Australian financial services licence 509305.
What can Sam Lachlan Carroll 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.