Lachlan Mahon Email
Executive Financial Planner @ Arco Advisory
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Lachlan Mahon Location
- Clayton, VIC, AU
Lachlan Mahon Work
- 2019 -now Executive Financial Planner @
- 2014 -2019 Financial Adviser @
- 2013 -2014 Financial Planning Assistant @
- 2013 -2013 Marketing Administration @
- 2012 -2013 Financial Planning Assistant @
- 2011 -2012 Bellman @
Lachlan Mahon Education
- Kaplan Professional
Accredited Listed Product Adviser Program (Financial Planning and Services)
2019-2019 - Kaplan Professional
Ethics and Professionalism in Financial Advice (Ethics and Professionalism)
2019-2019 - The Financial Adviser Standards and Ethics Authority
(Financial Planning and Services)
2019-2019 - Aged Care Steps
(Aged Care Essentials)
2017-2017 - Kaplan Professional
Accredited Derivatives Adviser (Finance and Financial Management Services)
2017-2017 - Financial Planning Association of Australia
Certified Financial Planner (Financial Planning and Services)
2015-2017 - Kaplan Professional
(Self Managed Superannuation Funds)
2016-2016 - Carey Baptist Grammar School
High School (Prefect, House Captain, First XI Cricket Captain, First XVIII Football.)
- Deakin University
Bachelor’s Degree (Business/Commerce, Financial Planning, Economics and Finance.)
- Kaplan Professional
Advanced Diploma of Financial planning (Financial Planning and Services)
Lachlan Mahon Skills
- Financial Planning
- Superannuation
- Insurance
- Investment Management
- Managed Funds
- Debt Consolidation
- Term Deposits
- Annuity Sales
- Wealth Management
- Retirement Planning
- Investments
- Financial Advisory
- Investment Advisory
- Portfolio Management
- Teamwork
- Customer Service
- Management
- Leadership
- Social Media
- Finance
- Strategic Planning
- Microsoft Office
Lachlan Mahon Summary
- Lachlan Mahon, based in Clayton, VIC, AU, is currently a Executive Financial Planner at Arco Advisory. Lachlan Mahon brings experience from previous roles at BT Financial Group, mecwacare and Wealth Partners Australia. Lachlan Mahon holds a 2019 - 2019 Accredited Listed Product Adviser Program in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Financial Planning, Superannuation, Insurance, Investment Management, Managed Funds and more. Lachlan Mahon has 1 emails on RocketReach.
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