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Lachlan Holt

Client Service Officer

MBA, GDipFP (in progress)

Lachlan has recently started a new career in financial planning, transitioning from finance and budgetary management within government and looking to bring his experience into a client-focused financial planning environment. With over a decade of experience in client-centric support roles, he is confident that his background in finance, combined with his experience working within two financial planning firms, will allow him to effectively support our advisers and help implement the nuanced financial strategies they provide to clients. His previous experience includes two years as Finance Manager for the Department of Health and four years consulting in financial support for various Federal Government departments.

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