Lachlan Stuart David St Clair – Financial Adviser

Adviser identifying number: 261460
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: THE ADVICE EXCHANGE PTY LTD
Licence number: 278937
Licensee’s ABN: 55107629194
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD

The date the Financial Adviser commenced the appointment: 18/07/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE ADVICE EXCHANGE PTY LTD
Authorised Representative identifying number: 278937
Authorised Representative’s ABN: 55107629194

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 – FPA
  • Bachelor of Economics – Macquarie University
  • Cert IV in Credit Management – Kaplan
  • Certified Financial Planner – FPA
  • Self Managed Superannuation Funds Certificate – University of Adelaide

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Lachlan Stuart David St Clair 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility