Free Consultation
07 3852 4114
Get My Free Consultation
Getting to know

Lachlan Brien

Associate | Brisbane

B. Bus (Finance & Economics), Grad. Dip. Financial Planning

Lachlan works as the Associate Team Leader, supporting our advisors with creating and delivering financial plans for our clients.

Lachlan has been working in the financial planning industry since 2021 and is passionate about solving problems for clients and creating lasting relationships. Lachlan has experience in dealing with a diverse array of client situations and focuses on providing goal-centred advice.

With experience in FinTech, Lachlan is also our resident Excel master, and has contributed extensively to innovations and improvements in our advice delivery and digital-first technology solutions.

Lachlan completed a Bachelor of Business (Finance and Economics) from QUT in 2019, a Graduate Diploma of Business (Financial Planning) from QUT in 2023 and passed the ASIC Financial Adviser exam in 2023.

Outside of work, Lachlan enjoys camping, four-wheel driving, touch footy, fitness and spending quality time with friends and family.

  • Areas of Expertise
    • Deposit and Payment Products – Basic Deposit Products
    • Government Debentures, Stocks or Bonds
    • Investment Life Insurance and Life Risk Insurance Products
    • Managed Investment Schemes including IDPS
    • Retirement Savings Accounts
    • Securities
    • Superannuation
  • Experience

    Lachlan has been working in the financial planning industry since 2021 and is passionate about solving problems for clients and creating lasting relationships. Lachlan has experience in dealing with a diverse array of client situations and focuses on providing goal centric advice.

    Lachlan completed a Bachelor of Business majoring in Finance and Economics from Queensland University of Technology (QUT) in 2019, a Graduate Diploma of Business majoring in Financial Planning from QUT in 2023 and passed the ASIC Financial Adviser exam in 2023.

     

  • What’s your favourite thing about being part of the MWS team?

    The team at My Wealth Solutions is incredible. It is a pleasure to work with people that are both fun and loving whilst offering endless knowledge to draw from.

  • What do you wish people knew about financial planning?

    That more people knew the importance of employing a financial plan as early as possible in their journey.

  • If you could give one piece of advice to yourself from 10 years ago, what would it be?

    Be more confident in your abilities and stop drinking coffee after 2pm.

  • What's your weirdest office habit?

    Occasionally forgetting to change from joggers to work shoes until late in the day.

CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.

Together we can create your dream financial future

The path to achieving financial success and security starts with sitting down with an expert financial advisor.
Get Your Free Consultation Today