LACHLAN JOHN MORGAN
Financial Adviser · Scone, NSW
📚 Qualifications & Training
2006 - Bachelor of Business (Economics) - - Queensland University of Technology
2008 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan Professional
2014 - CFA Charter Holder - - CFA
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.