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.
Lachlan completed a Bachelor’s degree in Finance, majoring in Financial Planning and holds Specialist Self-Managed Superannuation and Aged Care Advice accreditations.
Graduating from his degree 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 worked as a Bank Financial Planner from 2011 to 2018 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, when he isn’t working Lachlan and his family enjoy spending time together, travelling and in nature.
Lachlan is also a supporter and board member of the Charity Destiny Rescue, which helps to rescue children from poverty and slavery in many countries around the world.
Lachlan grew up in the north of Melbourne and has always enjoyed the amazing sports, arts and dining experiences that Melbourne has to offer.
Lachlan completed a Bachelor’s degree in Finance, majoring in Financial Planning and holds Specialist Self-Managed Superannuation and Aged Care Advice accreditations.
Graduating from his degree 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 worked as a Bank Financial Planner from 2011 to 2018 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, when he isn’t working Lachlan and his family enjoy spending time together, travelling and in nature.
Lachlan is also a supporter and board member of the Charity Destiny Rescue, which helps to rescue children from poverty and slavery in many countries around the world.