Lachlan commenced his finance career as an analyst with a boutique fund manager in the mid 2000’s and witnessed the GFC through the lens of the funds management industry. Realising that he enjoyed both markets and assisting people, he accepted a role with Commonwealth Private Bank as an Investment Advisor in 2010. While at Commonwealth Bank he was fortunate to gain holistic exposure to the full breadth of the private bank service offering and, as a trusted advisor, seeks to add value in all aspects of clients and their families financial lives. Lachlan joined LGT Wealth Management in 2020 as a Partner and Investment Advisor and continues to focus on providing high quality holistic advice to his clients.
Lachlan holds a Bachelor of Economics and Masters of International Business from Macquarie University, Graduate Diploma in Applied Finance and Investment from FINSIA and an Executive MBA from the Australian Graduate School of Management (UNSW), graduating with distinction.
