LACHLAN SUE
Financial Adviser · Norwest, NSW
📚 Qualifications & Training
2016 - Bachelor of Business Administration with the Degree of Bachelor of Laws - Bachelor Degree (AQF 7) - Macquarie University
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Graduate Diploma of Applied Tax Law - Graduate Diploma (AQF 8) - The Tax Institute
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
ASIC Approved SMSF Auditor
SMSF Association
Tax Practitioners Board
The Tax Institute
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.