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Lachlan Harvey

Director | Certified Financial Planner ® | B.Ec, Grad Dip FP | Authorised Representative No. 227293

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.

Important Notice: Goldsborough Financial Services would like to warn our clients and website visitors that we will never make unsolicited contact with individuals through text message, WhatsApp, Facebook, or any other social media platform. Please be aware that scammers often use the names and images of reputable financial professionals to deceive people and steal their money.

It is also important to note that Goldsborough does not promote or endorse any cryptocurrency trading schemes. We urge you to exercise caution and thoroughly research any investment opportunities before making any financial decisions. If you have any concerns or questions regarding any communication you have received, please do not hesitate to contact us directly through our official channels.

To view Lachlan's latest Blog articles Click here

Support staff

Matthew Kelly

Matthew Kelly

Financial Adviser
Jodie Boydon

Jodie Boydon

Client Service Manager

Request an appointment with Lachlan

Latest insights

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As a proud South Australian business and industry leader in financial services, Goldsborough has nurtured a workplace culture that attracts and retains great people who want to grow with us, both from our internal team and client perspective. We recognise that culture is an outcome of those that contribute to it and our contributors (our people, professional relationships & our clients) have been key to our longevity.