LACHLAN CRUICKSHANK

Financial Adviser · Southport, QLD

Registered

Registration Number

001296505

Registration Status

Registered

Location

Southport, QLD 4215

Providing Advice Since

2022

Registration Date

11/04/2022

Financial Services Licensee

COUNT FINANCIAL LIMITED

Licence #000227232

📚 Qualifications & Training

2020 - Bachelor of Commerce (Financial Planning and Marketing) - Bachelor Degree (AQF 7) - Griffith University
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2024 - Introduction to SMSFs - Other - Accurium Education

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.