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! You can easily find my work at: www.discoverfinancialpartners.com.au www.discoversimplemoney.com www.instagram.com/fp.lachlan I have 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 is the best way to do this and 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!

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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

Licensed by

The Advice Exchange Pty Ltd

AFSL 278937

4.90
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Appointing Lachlan as my financial adviser has been one of the best decisions I've made. His knowledge and experience has given me the confidence to achieve my financial goals. If I have any questions or concerns, Lachlan is very quick to reply and is a very approachable person. I feel very confident that the advice given us suitable for my goals and I would highly recommend Lachlan to anyone that is reaching out to a financial adviser."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Lachlan is a very professional adviser, i feel that he listens to my many questions & answers them fully and backs up with lots of data. I feel very relaxed when discussing my financial future and am confident Lachlans advice is exceptional for me going forward."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Appointing Lachlan is one of the best decisions I've ever made financially. His put me on to strategies which will help me in the future to get me to where i want to go. His always there to advise me. I highly recommend him to all my friends, family and to you who are reading this review to take a plunge and get the professional financially advice you need to get to your financial goals. Lachlan has given me advice which has helped me grow my investments."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lachlan has been a great help for me to set up a more effective and efficient investment strategy, introducing me to new ideas and always explaining them to me thoroughly. Lachlan has helped me make wise personal insurance decisions. Lachlan also is very quick to answer and queries that I have and actively reaches out to me to talk about opportunities or concerns."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lachlan has given me advice in areas including Insurance and Superannuation. Lachlan was always able to explain things in a clear and concise way that made it easy for us to understand. Through his knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Lachlan's full care and attention when I needed it. I would highly recommend him to anyone looking for financial advice.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Finance

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Lachlan's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Lachlan able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Lachlan's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Lachlan to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Lachlan?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Lachlan provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Lachlan may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Lachlan Anderson
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens