Financial Adviser · ADAMSTOWN, NSW

Lachlan Donald Ashelford

ADAMSTOWN, NSW
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000225209
Currently at
Melbourne, VIC (firm address)

About Lachlan Donald Ashelford

Lachlan Donald Ashelford is a financial adviser based in Adamstown, New South Wales, with 16 years of experience in the financial services industry since 2010. Lachlan is currently authorised under Capstone Financial Planning, operating through Ashelford Wealth Management. 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 Master of Applied Finance from Kaplan Professional. Lachlan is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor Commerce (Accounting Finance)
Deakin University
2013
Graduate Diploma of Financial Planning
Kaplan Professional
2016
Master of Applied Finance
Kaplan Professional

Registration History

May 2025 - Present Current
This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Jul 2024 - May 2025 Ceased
Jun 2021 - Jun 2024 Ceased
MERITUM FINANCIAL GROUP PTY LTD
Oct 2019 - May 2021 Ceased
MERITUM FINANCIAL GROUP PTY LTD
Aug 2019 - Oct 2019 Ceased
Nov 2013 - Aug 2019 Ceased
Jan 2010 - Nov 2013 Ceased

Source: ASIC Financial Advisers Register