LACHLAN JAMES BROWN

Financial Adviser ยท Ascot Vale, VIC

Registered

Registration Number

001303763

Registration Status

Registered

Location

Ascot Vale, VIC 3032

Providing Advice Since

2024

Registration Date

31/05/2023

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd
2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute Of Technology

โ„น๏ธ 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.