JACKSON PATRICK MCLACHLAN

Financial Adviser · Geelong West, VIC

Registered

Registration Number

001288610

Registration Status

Registered

Location

Geelong West, VIC 3218

Providing Advice Since

2021

Registration Date

04/06/2021

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2020 - Bachelor of Management - Bachelor Degree (AQF 7) - Deakin University
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏢 Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.