Lachlan Otto

Lachlan Otto – Financial Adviser

“Helping people feel confident about their financial future is at the heart of the advice I give. My goal is always to simplify the complex, support better decisions, and help clients build a life they’re proud of. Working in a profession where I can make a real difference every day is incredibly rewarding, and I’m grateful to be able to do what I love.”

Lachlan has built his career in financial planning with a strong focus on clear, practical advice that clients can understand and act on. He specialises in retirement and accumulation strategies, Centrelink guidance, investment planning and the preparation of tailored Statements of Advice. He values long-term relationships, regular reviews and a supportive, easy-to-follow planning process.

Outside of work, Lachlan is passionate about sport, especially the AFL and NBA and enjoys spending time outdoors with his family. This balance reminds him that great financial planning isn’t just about numbers; it’s about helping people enjoy the life they want to live.

Areas of Specialisation

• Retirement and transition-to-retirement strategies
• Accumulation and wealth-building strategies
• Centrelink and age pension guidance
• Investment planning and portfolio construction
• Personal insurance and risk management
• Superannuation and contribution strategies
• Clear, tailored Statements of Advice and annual review programs

Qualifications

• Graduate Diploma of Financial Planning
• FASEA Qualified Financial Adviser
• RG146 – Financial Planning