Lachlan has looked after my financial affairs for many years. He is always across what is happening in the economy and the markets. He listens, advises and does what he says he will do. I am very happy with the services he and his team provide me.
Lachlan has managed our super and retirement affairs for many years now. His detailed expertise, listening and understanding skills coupled with his ability to make the more complex scenarios readily understood underline the confidence we have in his advice and have yielded most satisfactory outcomes. Importantly he is supported by an exceptionally professional, helpful and friendly team. Highly recommended.
Lachlan does a great job for me
I find Lachlan very knowledgeable and capable.
CSPSuite 302, Level 3, 83 Mount St
North Sydney, NSW 2060
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2004
- Years of experience 19
- Certified Financial Planner (CFP)
Oreana Financial Services Pty Ltd