Lachlan Harvey CFP®
About Me
Lachlan is a CERTIFIED FINANCIAL PLANNER® and has been a Financial Planner with Goldsborough since 2000.Lachlan advises clients on a wide range of Financial Planning matters including:Strategic and investment adviceRetirement and redundancy planningSuperannuationSelf managed superannuation fundsComplex Centrelink issuesGearingPersonal InsuranceEstate PlanningAllocated Pensions and AnnuitiesLachlan holds a Bachelor of Economics (BEc) from Flinders University of South Australia and is a Fellow of Finsia (formerly the Securities Institute of Australia).
Areas of Focus
- Aged care
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 25 Years
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Licensed By Goldsborough Financial Services Pty Ltd