Lachlan Keenan profile photo

Lachlan Keenan

Coastwise Wealth

Silver
7 Yrs Experience
Buddina, QLD 4575

I specialise in the fields of pre and post retirement planning as well as working with wealthy families and individuals.

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Coastwise Wealth

NOEL BURNS HOUSE, 21 Nicklin Way
Buddina, QLD 4575

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Securinvest Financial Planners Pty Ltd

AFSL 223280