Lachlan Semmens
Financial Adviser
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About
Lachlan Semmens is an ASIC-registered financial adviser based in Morphett Vale, South Australia, dedicated to helping clients achieve their financial goals. With a strong educational foundation that includes a Diploma of Financial Services (Financial Planning) (2008), Margin Lending and Gearing Investments Course (2011), Advanced Diploma of Financial Services (Financial Planning) (2012), and a Self Managed Superannuation Funds Course (2014), all from Kaplan Professional, Lachlan brings a wealth of knowledge and expertise to every client interaction. Lachlan is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create tailored strategies that address each client's unique circumstances and aspirations. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Lachlan today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Lachlan Semmens provide?
Lachlan Semmens provides advice on a range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investment strategies.
What qualifications does Lachlan have?
Lachlan Semmens holds a Diploma of Financial Services (Financial Planning), a Margin Lending and Gearing Investments Course certification, an Advanced Diploma of Financial Services (Financial Planning) and a Self Managed Superannuation Funds Course certification, all from Kaplan Professional.
How does Lachlan Semmens approach financial planning?
Lachlan takes a client-centered approach, focusing on understanding your individual needs and goals before developing a tailored financial plan. This includes assessing your current financial situation, identifying your objectives, and creating a strategy to help you achieve them.
What can I expect during my first meeting with Lachlan?
During your initial consultation, Lachlan will discuss your financial goals, gather information about your current financial situation, and explain his services in detail. This is an opportunity for you to ask questions and determine if Lachlan is the right fit for your needs.
Does Lachlan Semmens specialize in any particular area of financial planning?
Lachlan has experience in wealth management, retirement planning, and superannuation advice. His qualifications in SMSFs also allow him to advise in this area.
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