Lachlan brings more than 20 years of experience as a Financial Adviser and investment professional, working closely with a diverse clientele ranging from high net worth individuals and self-managed super funds (SMSFs) to the not-for-profit sector.
He offers an experienced and reasoned approach to both investment advice and portfolio management, ensuring his clients feel well-informed and confident that their investments are being managed appropriately. Lachlan has extensive experience in developing customised portfolio constructions and providing ongoing portfolio management.
Lachlan’s balanced and reasoned approach to investment advice specifically considers strategic asset allocation to align each client’s investment strategy with their unique investment goals and risk profile, fostering a sense of security and understanding.
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