Lachlan Iain Walton – Financial Adviser

Adviser identifying number: 1249626
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: AUSTRALIAN EXECUTOR TRUSTEES LIMITED
Licence number: 240023
Licensee’s ABN: 84007869794
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 03/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN EXECUTOR TRUSTEES LIMITED
Authorised Representative identifying number: 240023
Authorised Representative’s ABN: 84007869794

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 Business – University of South Australia
• Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

Lachlan Iain Walton is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility