LACHLAN IAIN WALTON
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2013 - Bachelor of Business (International Business, Finance and Trade) - Bachelor Degree (AQF 7) - University of South Australia
2016 - FNS50615 Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2017 - FNS60415 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
2025 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd
2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
ā¹ļø 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.