LACHLAN MAHON
Financial Adviser · Clayton, VIC
📚 Qualifications & Training
2014 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2014 - Diploma of Financial Planning - - Kaplan Professional Education
2015 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
2016 - Self Managed Superannuation Funds - - Kaplan Professional Education
2017 - Certified Financial Planner - - Financial Planning Association
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
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.