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Lachlan Anderson
Partner And Financial Advisor at Discover Financial Partners
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Work Experience
Partner And Financial Advisor
2018 - Present · 7 years
Board Member - Chairman
2015 - Present · 10 years
Financial Planner
2014 - 2018 · 4 years
Company Details
Welcome to Discover. Located in Richmond and Bundoora, Discover Financial Partners is a professional financial advice firm founded to help clients plan towards their future goals and aspirations. We help our clients make smart choices in the area of money by first understanding what is important to them then linking this to their wealth management activities. Established in 2008 the firm has evolved over this time to provide solutions to their clients wealth creation, protection and management needs. We are a privately owned firm and not aligned to a major bank or financial institution. That makes sure we are solely focussed on exploring the solutions that will be best suited to you and what you are comfortable with. We pride ourselves on these basic steps to discover the right solutions to help you gain the future you dream of: • Discover what you are doing right now to achieve your goals. • Discover what is important to you in life. • Identifying if you are on track to reach those goals. • Provide advice to take care of the gaps in your situation to help get you to your goals. Send us a message, or give us a call to book your appointment with one of our friendly, qualified Financial Planners!
Year Founded
2008
Social Media
Linkedin
Industry
Financial Services
HQ Location
9 Prince Patrick St Richmond, Victoria 3121, AU
Keywords
SuperannuationSMSFRetirement PlanningLife InsurancesInvestment PlanningFinancial AdviceDebt Managementand Aged Care strategies
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