Over four years in financial planning, Lachlan has built a focus on client service and implementation for high net worth and ultra-high net worth individuals and family groups, working closely with advisers so they can rely on him to deliver a consistent, proactive experience for their clients.

He has a strong interest in process improvement, always keeping an eye out for where things can run better, and takes particular satisfaction in giving clients clarity on administrative and implementation matters, making sure they feel confident coming to him with questions, and supporting advisers through technological change that ultimately improves outcomes for clients

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