LACHLAN MONEY
Financial Adviser · Buderim, QLD
📚 Qualifications & Training
2012 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast
2014 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2016 - Margin Lending - Other - AAMC Training Group
2018 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2025 - FPC002B Ethics and 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.