Lachlan Harvey

Director | Certified Financial Planner ® | B.Ec, Grad Dip FP

A bit about me professionally…

I’ve been a financial adviser for over 20 years. Most often, I work with people planning their retirement – but we all have things in our lives we’re planning for.

If you think your situation might be a bit different or complicated, then I might be the financial adviser for you.

The number one thing I love about my job is having really meaningful conversations with people. Financial planning is rarely about number crunching and more about understanding people, their relationships, what motivates them, what inspires them, and their aspirations for the future. It’s an enormous privilege to have my clients share their stories with me, and I have the opportunity to make a positive contribution in someone’s life.

In my time as financial adviser, I’ve learned the importance of being good listener, asking more questions, and writing things down.

A bit about me personally…

My greatest joy in life is seeing my two children grow up to be wonderfully independent and conscientious people.

I also love chocolate, dogs, and dad jokes.

Dislikes: Vegemite.

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CERTIFIED FINANCIAL PLANNER® is a certification mark owned by the Certified Financial Planner Board of Standards Inc. (USA) and used by the FPA under license.

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Support staff

Matthew Kelly

Matthew Kelly

Associate
Jodie Boydon

Jodie Boydon

Client Service Manager
Sharyn Bungey

Sharyn Bungey

Client Service Manager

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Latest insights

A financial planner can provide advice on a whole range of financial matters you could be dealing with at different life stages. They can help you manage your debts, plan for retirement, save for your kids’ education and invest in assets, including property. Whether you’re buying your first home, starting a family, changing careers or planning for life after your kids leave the nest, financial planning can offer you all sorts of benefits..
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