Lachlan believes that working closely with clients over the long term can have a significant and profound impact on the financial freedom!
Partner and Financial Adviser
Lachlan grew up in the north of Melbourne and has always enjoyed the amazing sports, arts and dining experiences that Melbourne has to offer.
After school, Lachlan completed a Bachelor’s degree in Finance, majoring in Financial Planning. Graduating in 2010 he then spent 12 months in a financial planners graduate program, where he gained valuable insights into the world of providing personal advice and providing great service to clients.
Lachlan has worked as a Bank Financial Planner for the last 7 years and has been very successful in building valuable and long lasting relationships with his clients, gaining a nomination for Money Management’s Financial Planner of the Year Award in 2017.
Lachlan is very proud of the Financial Planning profession and believes that working closely with clients over the long term can have a significant and profound impact on the financial freedom, success and feeling of success for these clients.
Joining the discover team in 2018, just after welcoming his third baby girl into the family was a bold and exciting step for Lachlan and his family, we all look forward to working together to create a great partnership with clients, their families and other essential financial service providers.
Lachlan grew up in the north of Melbourne and has always enjoyed the amazing sports, arts and dining experiences that Melbourne has to offer.
After school, Lachlan completed a Bachelor’s degree in Finance, majoring in Financial Planning. Graduating in 2010 he then spent 12 months in a financial planners graduate program, where he gained valuable insights into the world of providing personal advice and providing great service to clients.
Lachlan has worked as a Bank Financial Planner for the last 7 years and has been very successful in building valuable and long lasting relationships with his clients, gaining a nomination for Money Management’s Financial Planner of the Year Award in 2017.
Lachlan is very proud of the Financial Planning profession and believes that working closely with clients over the long term can have a significant and profound impact on the financial freedom, success and feeling of success for these clients.
Joining the discover team in 2018, just after welcoming his third baby girl into the family was a bold and exciting step for Lachlan and his family, we all look forward to working together to create a great partnership with clients, their families and other essential financial service providers.