Financial Adviser · NORTH SYDNEY, NSW

Lachlan Alexander Reynolds

NORTH SYDNEY, NSW
37 Years experience
Tax advice
authorised
ASIC Registered · ADV 000222877
Currently at
Sydney, NSW (firm address)

About Lachlan Alexander Reynolds

Lachlan Alexander Reynolds is a financial adviser based in North Sydney, New South Wales, with 37 years of experience in the financial services industry since 1989. Lachlan is currently authorised under Finchley & Kent. 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 DFP 1, DFP3, DFP4, DFP6 from Financial Planning Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1998
DFP 1, DFP3, DFP4, DFP6
Financial Planning Association
2003
Risk Management
Kaplan
2003
Taxation Planning
Integratec
2011
Margin Lending and Geared Investments
Kaplan

Registration History

Jul 2024 - Present Current
Oct 2020 - Aug 2024 Ceased
ACN 130 288 578 PTY LTD
Mar 2015 - Oct 2020 Ceased
WEALTHSURE PTY LTD
Jun 2008 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register