LACHLAN WILLIAM HARVEY


Licensee: GOLDSBOROUGH FINANCIAL SERVICES PTY LTD

LACHLAN WILLIAM HARVEY (Adviser# 000227293) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 1, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name LACHLAN WILLIAM HARVEY
Adviser Number 000227293
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 35168495982
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000225330
GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
Licence ABN 89064640142
Adviser Start Date 2003-04-01
Appointing Representative Name GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000225330
Appointing Representative ABN 89064640142
Memberships Financial Planning Association of Australia (FPA)
Finsia

Authorisations to provide financial product advice

  • LACHLAN WILLIAM HARVEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
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  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics Flinders University
DPML Margin Lending Pinnacle
Graduate Diploma in Financial Planning Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000225330 GOLDSBOROUGH FINANCIAL SERVICES PTY LTD 2003-04-01 - GOLDSBOROUGH FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
Licence Number 000225330
Licence ABN 89064640142

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VALESKA FARROW Goldsborough Financial Services Pty Ltd Current 2017-07-18
MATTHEW JAMES KELLY Goldsborough Financial Services Pty Ltd Current 2017-01-16
MICHELLE SANCHEZ-MCCALLUM Goldsborough Financial Services Pty Ltd Current 2015-12-01
CRAIG KIRKWOOD Goldsborough Financial Services Pty Ltd Current 2014-05-14
WILLIAM JAMES CHAPMAN Goldsborough Financial Services Pty Ltd Current 2011-07-07
SAM ROBERT MARTIN Goldsborough Financial Services Pty Ltd Current 2005-02-07
BRENTON DOUGLAS MIEGEL Goldsborough Financial Services Pty Ltd Current 2003-04-01
JOHN MICHAEL OLIVER Goldsborough Financial Services Pty Ltd Current 2003-04-01
SUSAN AMELIA VINCENT Goldsborough Financial Services Pty Ltd Current 2003-04-01
TREVOR EDWARD WOOD Goldsborough Financial Services Pty Ltd Ceased 2003-04-01

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.