Lachlan Otto

Name
Lachlan Otto
ID
1003899
ABN
First Provided Advice
2014

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Jan. 13, 2022
Ceased
Aug. 21, 2023
Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Aug. 24, 2023
Ceased
Feb. 27, 2025
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Sept. 12, 2014
Ceased
Dec. 10, 2021
Status
Ceased
Licence Holder
Infinity Advisor Australia Pty Ltd (#519295)
Commenced
Sept. 5, 2025
Ceased
Oct. 28, 2025
Status
Ceased
Licence Holder
Wealthmed Financial Pty Ltd (#318926)
Commenced
March 3, 2025
Ceased
July 30, 2025