Lachlan Money – Financial Adviser
Adviser identifying number: 424756
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 13/07/2012
The date the Financial Adviser ceased the appointment: 30/08/2012
Name of the Authorised Representative: LACHLAN MONEY
Authorised Representative identifying number: 000424756
Authorised Representative’s ABN:
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: