About Lachlan

Lachlan is a Private Wealth Adviser based in the Adelaide office for the Shadforth Financial Group.

Lachlan in his own words

From a young age, I had a strong interest in finance and the mechanics of financial markets and the powerful concept of the time value of money. Albert Einstein’s famous quote describing compound interest as the “eighth wonder of the world” resonated with me early on - not just as a clever saying, but as a profound truth backed by empirical evidence which sparked my long-term interest investing, wealth creation, and helping others harness the power of smart financial decision-making.

During my university years, studying Business Finance deepened my passion and broadened my understanding of key financial principles, including the importance of for risk-based management strategies. Shortly after, I began my professional career at Macquarie Bank in Adviser Services. It was here that I was introduced to the world of financial planning - and more importantly, to the opportunity to work closely with families to help them shape their financial futures. That experience became the foundation of my career and continues to inspire my work today.

With over a decade of experience in the financial services industry, my passion for guiding individuals and families through life’s financial complexities has only grown. Every client has a unique story with their own values, goals, and aspirations and I take pride in helping them build a financial future that reflects what matters most to them.

The clients Lachlan works with

Lachlan works closely with families, high-net-worth individuals and self-employed professionals, taking the time to truly understand their personal circumstances, goals, core values and financial aspirations.

He is dedicated to delivering financial confidence and peace of mind through tailored financial plans that provide clarity, showing clients how they are progressing toward their objectives.

Areas of Advice

Lachlan is authorised to provide advice in:

• Wealth Accumulation

• Superannuation

• Retirement Income

• Risk Protection

• Debt Management

• Social Security Strategies

• Estate Planning
  

Education & Professional Memberships

• Bachelor of Business (International Finance and Trade) – University of South Australia

• Diploma of Financial Planning – Kaplan Professional

• Advanced Diploma of Financial Planning – Kaplan Professional

• Accredited Listed Product Adviser

• Member of the Financial Advice Association Australia (FAAA)