Lachlan John Morgan – Financial Adviser
Adviser identifying number: 318999
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: KIS CAPITAL PARTNERS PTY LTD
Licence number: 339583
Licensee’s ABN: 87138165901
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2009
The date the Financial Adviser ceased the appointment: 30/09/2012
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:
- Bachelor of Business (Economics) – Queensland University of Technology
- CFA Charter Holder – CFA
- Graduate Diploma of Applied Finance and Investment – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Chartered Financial Analyst Institute (CFA)
Lachlan John Morgan is authorised to provide advices on following products: