Lachlan Latham – Financial Adviser
Adviser identifying number: 1006459
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: IPAC SECURITIES LIMITED
Licence number: 234656
Licensee’s ABN: 30008587595
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 01/12/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IPAC SECURITIES LIMITED
Authorised Representative identifying number: 234656
Authorised Representative’s ABN: 30008587595
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:
- Advanced Diploma of Financial Planning – Mentor Education Pty Ltd
- Bachelor of Business (Qualification) – Charles Sturt University (CSU)
- Diploma of Financial Planning – Mentor Education Pty Ltd
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Lachlan Latham is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility