Financial Adviser
· SCONE, NSW
Lachlan John Morgan
No disciplinary history on record with ASIC
SCONE,
NSW
14
Years experience
ASIC Registered · ADV 000318999
Lachlan John Morgan is a financial adviser based in Scone, New South Wales, with 14 years of experience in the financial services industry since 2012. Lachlan is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Lachlan holds authorisations to advise on managed investments, securities, deposit products and government bonds. Lachlan's qualifications include a Bachelor of Business (Economics) from Queensland University of Technology. Lachlan is a member of Chartered Financial Analyst Institute (CFA Institute).
Authorised to Advise On
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2006
Bachelor of Business (Economics)
Queensland University of Technology
2008
Graduate Diploma of Applied Finance and Investment
Kaplan Professional
2014
CFA Charter Holder
CFA
Registration History
Source: ASIC Financial Advisers Register