LACHLAN LATHAM
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2014 - 928 Margin Lending - Knowledge and Skills - Other - Kaplan Higher Education Pty Limited
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2014 - Bachelor of Business Studies - Bachelor Degree (AQF 7) - Charles Sturt University
2015 - Cavendish & ICFS Specialist SMSF Course - Other - Cavendish Superannuation Pty Ltd and International Centre for Financial Services / University of Ade
2017 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2021 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
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.