Lachlan Money – Financial Adviser

Adviser identifying number: 424756
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/08/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GPS WEALTH LTD
Authorised Representative identifying number: 254544
Authorised Representative’s ABN: 17005482726

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 Commerce (Financial Planning) – University of the Sunshine Coast
• Diploma of Finance and Mortgage Broking Management – Kaplan Professional Education
• Margin Lending – AAMC Training Group

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Lachlan Money is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility