Lachlan Carmody

EPG Wealth

10 Yrs Experience
Barangaroo, NSW 2000

Born in Canberra, Lachlan spent his childhood in Sydney’s North & is the eldest of four children. Joining EPG Wealth in 2010, Lachlan worked in various roles within the Client Services Team, progressing to an Associate Adviser in 2013 and then into his current Adviser role in 2014. Through his different roles, Lachlan has gained an extensive knowledge of the business and industry, whilst building strong relationships with the clients & staff of EPG Wealth.


Lachlan’s background in client services has given him a strong sense of customer service. His aim as an adviser is to ensure that his clients not only receive great service, but also to ensure that they receive advice in a clear and easy to understand manner.

Lachlan is a great believer in planning for your future, whether you start at age 30 or at age 60, it is never too early or too late to begin planning for your future.

“If you fail to plan, you are planning to fail” – Benjamin Franklin

Personal Life

Sports Tragic – would love to one day go to all 5 Ashes test matches in the UK

Loves cooking for friends, his specialty dish is anything from the coal rotisserie

Enjoys travelling with his wife Leah, spending a month in Italy being the highlight of his travels.


  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

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

We are a self-licenced financial advice practice offering a range of different ongoing service packages that can cater to clients at all stages of their wealth journey. As well as offering one-off advice to younger clients that allows them to have a financial plan in place that is simple to manage personally.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

EPG Wealth

Level 22, Three International Towers, 300 Barangaroo Ave
Barangaroo, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Epg Wealth Pty Ltd

AFSL 529273