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Meet Your Advisor Lachlan
Helping people build strategies that are holistic and coherent.
Lachlan Anderson
Partner & Financial Adviser
BFin, SMSF Specialist Advisor®, Aged Care Advice Professional®
Basketball dreamer. Charity doer. Gigi the Samoyed’s human. Oat latte enthusiast. Music-fueled driver. On Teams, always plugged in and ready!
Qualifications & Professional Memberships
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Bachelor of Finance (BFin) – La Trobe University, Melbourne
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SMSF Specialist Advisor® – Professional accreditation supporting self-managed super strategies
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Aged Care Advice Professional® – Industry accreditation for aged care financial planning advice
“I recognised from early in my career that many individuals and families work hard but lack a clear plan to make the most of their money. I wanted to be someone who could bring clarity, strategy and peace of mind.”
Services
I provide comprehensive financial advice that spans all major wealth areas, including retirement planning, wealth creation, and investment management, as well as superannuation strategies, risk insurance, aged care, and cashflow optimisation.
Helping clients build strategies that are holistic and coherent - not just technically sound, is what I find most rewarding. This means I look closely at tax implications, retirement timing, lifestyle goals, and risk tolerance to ensure your advice adapts as your life changes.
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Retirement Planning
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Personal Insurance
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Strategic Wealth Creation
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Cash Flow Optimisation
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Investment Management
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Superannuation
Who I Work With
Families juggling career growth and financial planning
Business owners looking to use income and profits to maximise wealth
Early retirement planners preparing for lifestyle transitions
Retirees seeking to preserve income and legacy
Book Your Financial Consultation
Ready to chat? Book in for your our no-obligation meeting with me. If you're not quite sure how I can help you, call me on 0431 070 412.
My Advice Philosophy
My philosophy is that great advice starts with listening. I focus on building deep, trusted relationships so I can fully understand what matters most to each client, their goals, concerns and aspirations.
From there I develop personalised strategies that are sensible, resilient and actionable. I don’t believe in one-size-fits-all solutions, strategies should evolve as clients’ lives change.
I’m committed to education, transparency and long-term partnership, ensuring clients are empowered, not overwhelmed, by their financial journey.
"I develop personalised strategies that are sensible, resilient and actionable."
My Career Journey
I have been a financial adviser and planner in the industry since 2010, with over a decade of experience helping my clients build and preserve their wealth and currently based in our Discover Financial Partners Bundoora, office in Victoria.
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Alongside my work with clients, I’ve stayed active in leadership and community roles. This includes serving as Chairman of the Board for the charity Destiny Rescue, where I apply my financial expertise to their governance and mission strategy.
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Throughout my career, I have also been a regular contributor to mainstream financial publications and have appeared as a commentator on various financial topics. For me, this is about more than just numbers, it’s about a long-term commitment to financial literacy and public education.
What inspired you to join the financial advice profession?
I was inspired to join the financial advice profession because I enjoy helping people make confident, informed decisions about their financial futures. I recognised from early in my career that many individuals and families work hard but lack a clear plan to make the most of their money. I wanted to be someone who could bring clarity, strategy and peace of mind. My motivation has always been rooted in serving people, not just their finances and this commitment to tangible impact continues to guide my work every day.
What Lachlan's Clients Say About Him
Jessica Loganathan
The team at Discover Financial Partners has provided a life changing service for me.
Financial health and wealth planning seemed so daunting initially, but Lachlan and the team have been considerate, patient and incredibly insightful throughout the whole process. I honestly feel so peaceful about my finances now, knowing I'm doing the most with what I have and that I'm finally on track to hit some impressive goals! Highly Recommend Discover Financial Partners.
Jodie Kirkpatrick
Lachlan's knowledge and experience has helped guide us with out financials. He has always promptly assisted with answering any questions and investigations into any goals we want. Definitely helped to set us up for retirement!
Bronson Blackmore
One of the first things that I noticed when dealing with Lachlan, and the team at Discover Financial Partners, was their approach.
Significant time was spend discussing our specific needs, wants and goals in a financial plan. This highlighted, to me, the personalised manner of their services and how they are tailored to meet their clients needs and not some "template" they push all clients through.
Every dealing we have had has been professional, informative, and left me with great confidence that our financial needs are in great hands.​
Book Your Financial Consultation
Ready to chat? Book in for your our no-obligation meeting with me. If you're not quite sure how I can help you, call me on 0431 070 412.
