Lachlan Yeadon
Financial Planner
Morgans Canberra Financial Planning Team believes in a holistic approach with your goals in mind, We guide you through long term wealth creation, retirement planning, risk management and estate planning.
Lachlan is a member of the Morgans Canberra Financial Team. Lachlan holds a Bachelor of Commerce from the University of Canberra and has been with Morgans Canberra since June 2022.
Investment Style
Lachlan is passionate about helping clients achieve their financial goals and objectives. He is able to assist clients with their superannuation strategies, retirement planning, tax strategies and Centrelink entitlements.
Services and Specialties
Financial Planning
Self-Managed Super Funds
Portfolio Administration
Retirement and Estate Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce (Financial Planning)
Associations
No items found.
Competencies
Superannuation
Financial Planning
Generic
Securities
Managed Investments
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
