Financial Adviser · EAST MAITLAND, NSW

Lachlan Charles Armitage

EAST MAITLAND, NSW
Tax advice
authorised
ASIC Registered · ADV 001318025
Currently at
Sydney, NSW (firm address)

Lachlan Charles Armitage is a financial adviser based in East Maitland, New South Wales. 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 holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Oct 2025 - 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