LACHLAN STUART DAVID ST CLAIR
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association of Australia Limited
2006 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2012 - Self Managed Superannuation Funds Certificate - - University of Adelaide
2015 - Credit Management - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2021 - Certified Investment Management Analyst - Professional Designations - Portfolio Constructions Forum Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Investment & Wealth Institute
SMSF Association
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.