LACHLAN WILLIAM HARVEY
Financial Adviser · Parkside, SA
📚 Qualifications & Training
1997 - Bachelor of Economics - Bachelor Degree (AQF 7) - Flinders University
2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2011 - DPML Margin Lending - - Pinnacle
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.