Lachlan otto

Financial Planner

“Smile, be happy and enjoy your life”

3 words describe yourself:
Approachable, Caring and Reliable

Lachlan has been working in the finance industry for over 15 years and completed a Diploma in Financial Planning. During this time he has acquired an extensive understanding in building relationships, and helping his clients through their own unique journey.

Lachlan’s focus is on understanding what is really important to his clients, and building a financial strategy focused on that, as every client is different.

Lachlan enjoys spending time with family and friends, especially at the beach and on the water in boats. He also enjoys a little bit of mountain bike riding with his kids.