Lachlan Kendall

FINANCIAL PLANNER

B.Bus, DFP, JP (Qual)

Background

Lachlan has long been interested in personal finance and started his financial services career with Tupicoffs in 2015. Since then, Lachlan has worked in various roles throughout the business and developed a passion for making a meaningful, positive difference in the lives of his clients. 

My Financial Advice Philosophy

Lachlan's approach is centred around building long-term relationships with his clients. He takes the time to understand each client's unique financial situation, goals, and values and develops financial plans that are tailored to their specific needs. With Lachlan, clients can expect a high level of personalised attention and a commitment to achieving their financial goals.

Lachlan understands that managing finances can be a source of stress and anxiety for many people. He takes a client-centred approach to financial planning, focusing not just on the numbers, but on the human impact of financial decisions. 

Above all, Lachlan is committed to building long-term relationships with his clients based on trust, transparency, and exceptional service. He takes pride in helping his clients navigate the complexities of the financial world and achieve their financial goals. 

Financial Planning Qualifications

Lachlan has completed a Bachelor of Business (finance) from QUT, the Diploma of Financial Planning, and is a Justice of the Peace. Lachlan is continuing his studies and is currently completing a Graduate Diploma in Financial Planning. Lachlan successfully passed the Financial Adviser Standards and Ethics Authority  (FASEA) exam on his first attempt.