Financial Adviser
· SOUTHPORT, QLD
Lachlan John Roberts
No disciplinary history on record with ASIC
SOUTHPORT,
QLD
2
Years experience
ASIC Registered · ADV 001308537
About Lachlan John Roberts
Lachlan John Roberts is a financial adviser based in Southport, Queensland, with 2 years of experience in the financial services industry since 2024. Lachlan is currently authorised under Trend Investor Services Proprietary Limited, operating through Aussie Wealth Advisory. Lachlan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Lachlan's qualifications include a Bachelor of Business (Accountancy) from RMIT University.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Qualifications and Training
2020
Bachelor of Business (Accountancy)
RMIT University
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register