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Lachlan Anderson

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Lachlan Anderson

Partner and Financial Advisor | Destiny Rescue

Australia

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Lachlan Anderson

Summary

Lachlan Anderson is a seasoned Partner and Financial Advisor at Discover Financial Partners, with over a decade of experience in the financial services industry. He specializes in holistic financial planning, aged care advice, and investment strategies, focusing on personalized client relationships to foster financial freedom. Lachlan's innovative approach begins with understanding each client's unique circumstances before crafting tailored wealth management plans. His commitment to continuous improvement is reflected in his proactive reviews of clients' plans in response to changing markets. Beyond his professional endeavors, he serves as the Chairman of Destiny Rescue, a charity dedicated to combating child trafficking and exploitation, showcasing his passion for social impact. Nominated for Money Management's Financial Planner of the Year award in 2017, Lachlan is dedicated to elevating the standards of financial advisory services. He holds a Bachelor's degree in Finance from La Trobe University and is fluent in English.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Lachlan Anderson

Work Experience

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Partner and Financial Advisor at

Discover Financial Partners

June 2018 - Present

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Board Member - Chairman at

Destiny Rescue

November 2015 - Present

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Financial Planner at

Commonwealth Bank

February 2014 - June 2018

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Servicing Financial Planner at

Commonwealth Bank

August 2011 - February 2014

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Graduate Program at

Commonwealth Bank

January 2011 - August 2011

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Customer Service Specialist at

Commonwealth Bank

April 2010 - January 2011

Lachlan Anderson

Education

La Trobe University, Bachelor Of Finance

January 2008 - January 2010

Mill Park secondary school , Vce

January 2004 - January 2007

Frequently Asked Questions about Lachlan Anderson

What is Lachlan Anderson email address?

Lachlan Anderson's primary email address is **@destinyrescue.org. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lachlan Anderson work for?

Lachlan Anderson is a Partner and Financial Advisor at Destiny Rescue, a company specializing in Business, Professional, Labor, Political, & Similar Organizations .

Where Lachlan Anderson graduated from?

Lachlan Anderson holds a degree in Financial Planning And Services from La Trobe University.

How can I directly contact Lachlan Anderson?

To contact Lachlan Anderson directly, you can use the email address **@destinyrescue.org. Complete contact information is available upon registration with Muraena.

Who is Lachlan Anderson?

Lachlan Anderson is a seasoned Partner and Financial Advisor at Discover Financial Partners, with over a decade of experience in the financial services industry. He specializes in holistic financial planning, aged care advice, and investment strategies, focusing on personalized client relationships to foster financial freedom. Lachlan's innovative approach begins with understanding each client's unique circumstances before crafting tailored wealth management plans. His commitment to continuous improvement is reflected in his proactive reviews of clients' plans in response to changing markets. Beyond his professional endeavors, he serves as the Chairman of Destiny Rescue, a charity dedicated to combating child trafficking and exploitation, showcasing his passion for social impact. Nominated for Money Management's Financial Planner of the Year award in 2017, Lachlan is dedicated to elevating the standards of financial advisory services. He holds a Bachelor's degree in Finance from La Trobe University and is fluent in English.

Lachlan`s contact details

mail

**@destinyrescue.org

Colleagues

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Aaron Brown

Chief Marketing and Communications Officer

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Bernard Henriques

Chairman of the Board

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Bill Allan

Chief Financial Officer & Company Secretary

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Cory Nickols

Chief Partnership Officer

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Danielle Thompson

Board Member and Treasurer

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Jason Tash

CEO, Destiny Rescue USA

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Tony Kirwan

Founder and President

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