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LACHLAN GRAEME OWEN

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001247985

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2016

Registration Date

15/08/2023

Financial Services Licensee

SHAW AND PARTNERS LIMITED

Licence #000236048

📚 Qualifications & Training

2016 - ADA2 - - SAA
2016 - Accredited Derivatives Adviser Level 1 - ADA1 - Certificate (AQF 1-4) - Deakin Prime
2016 - Accredited Derivatives Adviser Level 2 - ADA2 - Certificate (AQF 1-4) - Deakin Prime
2016 - Professional Diploma in Stockbroking - - SAA
2016 - Professional Diploma in Stockbroking - Certificate (AQF 1-4) - Deakin Prime
2016 - RG146 - - SAA
2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Deakin University

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.