Lachlan Anderson

Discover Financial Partners Pty Ltd

Gold
11 Yrs Experience
Bundoora, VIC 3083

I am a Financial Planner and I love what I do!

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 my clients over the long-term is the best way to do this.

I help my clients with investing, managing cash flow, preparing for retirement, maximising retirement income, superannuation and contribution strategies, direct shares, structured investments, life insurances, aged care planning, managed account services, SMSFs, Centrelink advice and more.

I also try to educate people as much as I can around general, good financial fundamentals.

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 your future.

I was nominated to receive 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!

You can easily find my work at:

www.discoverfinancialpartners.com.au

www.discoversimplemoney.com

www.instagram.com/fp.lachlan

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 Gold
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2011
  • Years of experience 11
  • 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