Lachlan graduated from Queensland University of Technology with a Bachelor’s degree in Business (Finance and Economics) with distinction. He has worked as an analyst in FinTech projects and as a Client Services Officer in financial planning.
Lachlan is currently studying a Graduate Diploma in Business (Financial Planning) to meet his education requirements for financial advisory.
As a Client Services Officer, Lachlan supports the Advisors with executing clients’ financial plans.
Outside of Work
Outside of work, Lachlan enjoys camping, four-wheel driving, touch footy, fitness and spending quality time with friends and family.
What’s your favourite thing about being part of the MWS team?
The team at MWS 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.
What's your favourite book, movie and food?
Book: The Happiest Man on Earth by Eddie Jaku
Movie: The Other Guys
Food: Spaghetti Bolognese
If you could give one piece of advice to the Lachlan 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.
What's the one thing about you that people would be surprised to learn?
I can draw relatively well, as I used to do this a lot growing up.
If you could have dinner with anyone past or present, who would it be and why?
I would have dinner with Hamish Blake because it would be hilarious (I love the Hamish and Andy podcast).