Lachlan Harvey Financial Planner Report

Name:
Lachlan William Harvey

Rep Number:
000227293

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-04-01 onwards

Location:
Unley, , SA, 0

ABN:
35 168 495 982

Licensee
Name:

Number:
000225330

ABN:
89 064 640 142

Appointed By
Name:
Goldsborough Financial Services Pty Ltd

Licence Number:
000225330

ABN:
89 064 640 142

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Flinders University
Bachelor of Economics
Securities Institute
Graduate Diploma in Financial Planning

Memberships
Financial Planning Association of Australia (FPA)
Finsia