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: