Lachie Cruickshank

Count Gold Coast

Bronze
2 Yrs Experience
Southport, QLD 4215

I love helping our client's plan for their future and achieve their goals. We specialise in retirement planning advice which involves people approaching retirement and who are generally uncertain about how it will actually work, how much they need, will they have enough etc. We sit down and go through what is important to each person and create a customised plan that will get them to where they want to be.

We provide wholistic financial advice also dealing with superannuation, non-superannuation investments, cashflow, debt management and insurances. We have a wide range of clients at all different stages of life.

I have over 5 years experience in the financial services industry. I graduated from a Bachelor of Commerce degree majoring in Financial Planning in 2020. I have been provding advice for 2 years after becoming a qualified Financial Adviser under the new ASIC professional year requirements.

Outside of work you will catch me either surfing, fishing, playing golf and or whilst spending time with my partner Faith.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • Years of experience 2
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Count Gold Coast

Level 3, 50 Marine Parade
Southport, QLD 4215

Meeting methods

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

Licensed by

Count Financial Limited

AFSL 227232