Lachlan Roberts
Financial Adviser
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About
Lachlan Roberts is an ASIC-registered financial adviser based in Southport, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Lachlan holds a Bachelor of Business (Accountancy) from RMIT University (2020) and a Graduate Diploma of Financial Planning from Kaplan Professional (2023). This strong educational foundation ensures he provides informed and strategic financial guidance. Lachlan is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. His goal is to simplify complex financial concepts and empower clients to make confident decisions. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Lachlan is committed to building long-term relationships with his clients, providing ongoing support and adapting strategies as their needs evolve. Ready to take control of your financial future? Contact Lachlan today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Lachlan Roberts offer?
Lachlan Roberts provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Lachlan Roberts have?
Lachlan holds a Bachelor of Business (Accountancy) from RMIT University and a Graduate Diploma of Financial Planning from Kaplan Professional.
What is involved in Lachlan's financial planning process?
The process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a tailored financial plan. This plan is then implemented and regularly reviewed to ensure it continues to meet your needs.
How can wealth management advice from Lachlan Roberts benefit me?
Wealth management advice can help you grow and protect your assets, plan for retirement, and achieve your financial goals through strategic investment and financial planning.
What should I expect during my first meeting with Lachlan?
During your first meeting, you can expect to discuss your current financial situation, your goals and objectives, 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.
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