LACHLAN JOHN MCINNES


Licensee: GODFREY PEMBROKE LIMITED

LACHLAN JOHN MCINNES (Adviser# 001001850) 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 February 27, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name LACHLAN JOHN MCINNES
Adviser Number 001001850
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1994
Financial Service (AFS) Licence Licence# 000230690
GODFREY PEMBROKE LIMITED
Licence ABN 23002336254
Licence Controlled By NATIONAL AUSTRALIA BANK LIMITED
NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
Adviser Start Date 2018-02-27
Appointing Representative Name GODFREY PEMBROKE LIMITED
Appointing Representative Number 000230690
Appointing Representative ABN 23002336254
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • LACHLAN JOHN MCINNES
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
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  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Charles Sturt University
Diploma of Financial Planning FPA
Margin Lending and Geared Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2018-02-27 - GODFREY PEMBROKE LIMITED
000243253 FINDEX ADVICE SERVICES PTY LTD
Licence controlled by: FINDEX GROUP LIMITED
2015-11-23 - 2016-06-30 FINDEX ADVICE SERVICES PTY LTD
000238244 CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD
2004-02-23 - 2016-05-10 CROWE HORWATH FINANCIAL ADVICE PTY LTD

Licensee Information

Licence Name GODFREY PEMBROKE LIMITED
Licence Number 000230690
Licence ABN 23002336254

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NOURAH ZEZULKA Godfrey Pembroke Limited Current 2018-05-15
PETER CHARLES CHRISTOPHERSON Godfrey Pembroke Limited Current 2018-05-09
DENNIS CHEN Godfrey Pembroke Limited Current 2018-02-13
GARRY WILLIAM SYMONDS Godfrey Pembroke Limited Current 2017-11-27
ALISHA BONOMI Godfrey Pembroke Limited Current 2017-09-18
DENIS RISTESKI Godfrey Pembroke Limited Current 2017-09-18
JINGYI WANG Godfrey Pembroke Limited Current 2017-08-17
ALEXANDER AUBREY HURST Godfrey Pembroke Limited Current 2017-05-25
CHRISTIAN SCALA Godfrey Pembroke Limited Current 2017-05-04
STEPHEN JAMES PENN Godfrey Pembroke Limited Ceased 2017-04-28

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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.