Lachlan Anderson

Discover Financial Partners Pty Ltd

Bronze
13 Yrs Experience
Bundoora, VIC 3083

I have a passion for helping as many people as I can to reach their financial goals and achieve financial freedom. Working one on one with clients is the best way to do this and at Discover, our process evolves around you, while other financial planners may start with a pre-created plan before even meeting with you, that's not us. We start with a blank piece of paper, then we listen to you; your present situation, your obstacles, and your dreams. Only then do we create a proven plan ... Your wealth plan.

A winning wealth management plan should always be changing in response to markets, tax laws, super laws, and more. At Discover, we aim to consistently review your plan to maximize returns and minimize expenses.

I have been in the industry for over 10 years now and strongly believe that it is so important for everyone to spend time with an adviser and get a plan for their future. I have also completed additional training and education in the Aged care space and have helped many clients to navigate this particularly complex situation.

I was nominated to receive the Money Management's Financial Planner of the Year award in 2017, which was an exciting experience and makes me proud to continue working hard in this industry.

Contact me at: l.anderson@discoverwealth.com.au - I can help you wherever you are in Australia.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Expat Finance
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Bachelor of Finance
  • Language spoken
    • English

Discover Financial Partners Pty Ltd

Suite 104, 9 Ormond Blvd
Bundoora, VIC 3083

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

The Advice Exchange Pty Ltd

AFSL 278937