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
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 5
- First year providing advice 2011
- Years of experience 11
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Highest qualification
- Bachelor of Finance
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Language spoken
- English
Discover Financial Partners Pty Ltd
Suite 104, 9 Ormond Blvd
Bundoora, VIC 3083Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
The Advice Exchange Pty Ltd
AFSL 278937