JEFFREY DARREN MCLACHLAN
Financial Adviser Β· Melbourne, VIC
π Qualifications & Training
1982 - Bachelor of Business - Bachelor Degree (AQF 7) - Ballarat College of Advanced Education
1995 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2011 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
π’ Professional Memberships
Financial Advice Association of Australia (FAAA)
βΉοΈ 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.