Lachlan Clark – Financial Adviser
Adviser identifying number: 1253808
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: EQUITY & SUPER PTY LTD
Licence number: 410041
Licensee’s ABN: 44138056363
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUITY & SUPER PTY LTD
Authorised Representative identifying number: 410041
Authorised Representative’s ABN: 44138056363
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Information Technology – RMIT University
- Master of Finance – RMIT University
- RG 146 – Stockbrokers Association of Australia
Relevant memberships of professional bodies or industry associations: Chartered Financial Analyst Institute (CFA)
Lachlan Clark is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility