Lachlan St Clair

Csp

Gold
18 Yrs Experience
North Sydney, NSW 2060

Recent reviews

Csp

Suite 302, Level 3, 83 Mount St
North Sydney, NSW 2060

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 4
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

The Advice Exchange Pty Ltd

AFSL 278937

4.70
4 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
4.50
Customer care
4.75
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lachlan does a great job for me"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"I find Lachlan very knowledgeable and capable."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Chartered Institute of Management Accountants

Level
0 - Training / Exam / Other
Institution
Investments & Wealth Institute
Completed
2021

Certificate IV in Credit Management

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2015

Certificate in Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2012

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
1999

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Investments and Wealth Institute

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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