"Building relationships and working together to create a sound strategy for assisting my client achieve their financial goals."
Lachlan is the owner and Branch Manager of the Morgans Armidale office and brings over a decade of experience to creating wealth.
Services and specialities
- Options and Warrants
- Portfolio Administration
- Self Managed Super Funds
- Wealth Management
Lachlan develops a strategic approach in conjunction with the client, taking account of the clients' financial situation, knowledge, goals and risk tolerance. Investment selection is focused on analysing quality profitable businesses that have a solid management record.
Industry Education & Experience
- Margin Lending Accreditation Program, Deakin Prime, 2010
- Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
- Tax (Financial) Adviser
I am employed by New England Investor Services Pty Ltd which operates the business of Morgans Financial Limited - Armidale. My employer remunerates me as your adviser by way of salary and percentage of fees.
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Life Insurance
- Managed Investments
- Margin Lending