LACHLAN THOMAS WEIR
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2020 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - RMIT University
2021 - Economic and Legal Context for Financial Planning FPC001B - Other - Kaplan Professional
2023 - FPC006 Taxation for Financial Planning - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2024 - Introduction to SMSF's - Other - Accurium Education
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.