Lachlan Otto
BRIDGES FINANCIAL SERVICES PTY LIMITED · Maroochydore QLD 4558 · Advising since 2014
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001003899
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837Since 30 March 2026
- Principal business address
- Maroochydore QLD 4558
- First year providing advice
- 2014
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- Superannuation: Not authorised to provide SMSF advice.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2026 – presentBRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
- CEASEDJan 2026 – Mar 2026AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDSep 2025 – Oct 2025FUTURE WEALTH ADVISERS AUST PTY LTD · AFSL 519295
- CEASEDMar 2025 – Jul 2025WEALTHMED FINANCIAL PTY LTD · AFSL 318926Through authorised representative WEALTHMED AUSTRALIA PTY LTD (no. 000444018)
- CEASEDAug 2023 – Feb 2025AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDJan 2022 – Aug 2023AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDSep 2014 – Dec 2021COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2025 · Graduate Diploma (AQF 8)
FPE020 SMSF Regulation and Taxation
Kaplan Professional Education · 2023 · Other
FNS50610 Diploma of Financial Planning
Kaplan Professional Education · 2014 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Lachlan Otto claims the profile.
Reviews
Not yet reviewed
No client has reviewed Lachlan Otto on Souffle yet.
Contacting Lachlan Otto
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Lachlan Otto claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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