Financial Adviser
· ADELAIDE, SA
Lachlan Mill
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001263949
Lachlan Mill is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry since 2018. Lachlan is currently authorised under Optimal AFSL, operating through Optimal Financial Services. Lachlan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Lachlan's qualifications include a Graduate Diploma of Applied Finance and Investment from Securities Institute of Australia. Lachlan is a member of FINSIA and Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2003
Graduate Diploma of Applied Finance and Investment
Securities Institute of Australia
2017
Advanced Diploma of Accounting
Tafe SA
2017
Diploma of Financial Planning
Tafe SA
2018
Advanced Diploma of Financial Planning
Monarch Institute
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan