Lachlan Mill
Client Services Officer at Optimal Financial Services Pty Ltd- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Adelaide Area, AU
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Credentials
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Fellow of FINSIA
FINSIA (Financial Services Institute of Australasia) -
Practitioner Member
Stockbrokers And Financial Advisers Association Limited -
Support Member
Association of Financial Advisers (AFA)
Experience
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Optimal Financial Services Pty Ltd
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Financial Services
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Client Services Officer
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Jul 2019 - Present
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RISE Standards
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Australia
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Accounting
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Financial Adviser
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Dec 2017 - Jul 2019
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Client Service Officer
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Jun 2013 - Nov 2017
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Australian Executor Trustees Limited
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Australia
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Financial Services
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1 - 100 Employee
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Service Administrator - Unlisted Assets & Compliance
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Jul 2011 - Jun 2013
Unlisted Asset & Compliance team Unlisted Asset & Compliance team
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Bell Potter Securities
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Australia
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Financial Services
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400 - 500 Employee
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DTR & Private Client Adviser
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Jun 1999 - Jul 2011
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Education
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Monarch Institute
Advanced Diploma of Financial Planning -
TAFE SA
Advanced Diploma of Accounting -
TAFE SA
Diploma of Financial Planning -
2020 -
FASEA Exam
Financial Adviser Exam, Pass -
Kaplan Professional
FPC002B - Ethics and Professionalism in Financial Advice -
Securities Institute of Australia
Graduate Diploma of Applied Finance and Investment
Community
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