Lachlan Walsh
Financial Adviser
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About
Lachlan Walsh is an ASIC-registered financial adviser based in Brisbane, QLD, dedicated to helping clients achieve their financial goals with informed and strategic advice. Lachlan holds a Bachelor of Business (Financial Planning) from QUT (2023) and has completed specialist training including Accredited Derivatives Advisers Level 1 and Tax for Financial Advising through Kaplan Professional (both 2025). This education enables him to provide comprehensive advice across a range of financial areas. Lachlan is authorised to provide advice on superannuation, wealth management, securities, derivatives, and government debt securities. He is passionate about building long-term relationships with his clients, offering tailored strategies that align with their unique circumstances and aspirations. Lachlan stays up-to-date with the latest market trends and regulatory changes to ensure his clients receive the most relevant and effective advice. • Superannuation advice • Wealth management strategies • Investment advice (Securities, Derivatives, Government Debt Securities) • Portfolio construction and management • Retirement planning Ready to take control of your financial future? Contact Lachlan today for a consultation and discover how he can help you achieve your financial objectives.
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Frequently Asked Questions
What types of financial advice does Lachlan Walsh offer?
Lachlan Walsh specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities. He can help you with retirement planning, investment strategies, and portfolio management.
What qualifications does Lachlan Walsh have?
Lachlan holds a Bachelor of Business (Financial Planning) from QUT and has completed specialist training including Accredited Derivatives Advisers Level 1 and Tax for Financial Advising through Kaplan Professional. He is an ASIC-registered financial advisor.
How does Lachlan Walsh tailor financial advice to individual clients?
Lachlan takes a personalised approach by thoroughly assessing each client's financial situation, goals, and risk tolerance. He then develops customised strategies designed to help them achieve their specific objectives, regularly reviewing and adjusting the plan as needed.
What can I expect during my first meeting with Lachlan?
During your initial consultation, Lachlan will discuss your current financial situation, future goals, and any concerns you may have. This meeting is an opportunity for Lachlan to understand your needs and determine how he can best assist you. It's also a chance for you to ask any questions you have about his services.
How can Lachlan help me with my superannuation?
Lachlan can provide expert advice on superannuation strategies, including contributions, investment options, and retirement planning. He can help you optimise your superannuation to achieve your retirement goals.
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