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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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Goldsborough Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®