LACHLAN ROBERT MCKEAN

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001269612

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2018

Registration Date

22/11/2018

Financial Services Licensee

SGN FINANCIAL PTY LTD

Licence #000490523

๐Ÿ“š Qualifications & Training

2017 - Adv Dip Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2017 - Diploma Financial Planning - Diploma (AQF 5) - Kaplan
2018 - Bachelor of Business - Bachelor Degree (AQF 7) - QUT
2019 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan
2020 - Dip Fin Broking/Mortgage - Diploma (AQF 5) - Kaplan

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.