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