Financial Adviser
· EAST MELBOURNE, VIC
Lachlan Douglas Sunderland Schonfelder
No disciplinary history on record with ASIC
EAST MELBOURNE,
VIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000271129
Practice
East Melbourne, VIC (practice address on ASIC register)
Licensed through Finchley & Kent
About Lachlan Douglas Sunderland Schonfelder
Lachlan Douglas Sunderland Schonfelder is a financial adviser based in East Melbourne, Victoria, with 31 years of experience in the financial services industry since 1995. Lachlan works at Allegra Financial Services, which is licensed through Finchley & Kent. Lachlan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lachlan holds a Diploma of Financial Planning from Financial Planning Association.
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
2004
Diploma of Financial Planning
Financial Planning Association