Financial Adviser
· MELBOURNE, VIC
Lachlan Thomas Weir
No disciplinary history on record with ASIC
MELBOURNE,
VIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001307275
About Lachlan Thomas Weir
Lachlan Thomas Weir is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry since 2025. Lachlan is currently authorised under Capstone Financial Planning, operating through B & W Additions. 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 Bachelor of Business (Economics & Finance) from RMIT University.
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
2020
Bachelor of Business (Economics & Finance)
RMIT University
2021
Economic and Legal Context for Financial Planning FPC001B
Kaplan Professional
2023
FPC006 Taxation for Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Introduction to SMSF's
Accurium Education
Registration History
Source: ASIC Financial Advisers Register