Financial Adviser · ASCOT VALE, VIC

Lachlan James Brown

ASCOT VALE, VIC

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001303763

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

Lachlan James Brown is a financial adviser based in Ascot Vale, Victoria, with 2 years of experience in the financial services industry since 2024. Lachlan is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Lachlan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lachlan's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2018

Diploma of Financial Planning

Mentor Education Pty Ltd

2020

Bachelor of Business (Financial Planning)

Royal Melbourne Institute Of Technology

Registration History

Charter Financial Planning Limited

May 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register