What makes us different

Lachlan Wealth Management is different because we understand what the established adviser faces in today's financial environment, and we are dedicated in meeting challenges with efficiency and simplicity.

Our dealership offers you flexibility while maintaining your independence. In joining us you can take advantage of our superior support services, and benefit from a competitively priced platform and remuneration, as well as a tax effective way to take you business to the next level.

The management team

Launched in August 2005 by Macquarie Wealth Management, Lachlan Wealth Management is led by a highly experienced team.

Jane Watts, Division Director and Head of Lachlan Wealth Management, has spent her whole career in the financial services industry. She has run a number of dealer groups in blue chip financial organisations, and has led the wealth management team within the Macquarie Financial Services Group since 2002.

Working closely with her, Doug Webber, Associate Director and National Practice Manager of Lachlan Wealth Management, has extensive experience in managing teams of financial planners and has been exposed to a range of dealerships of varying sizes. Doug is also a Certified Financial Planner, having entered the industry in late 1980's.

In the capacity of Practice Support Manager, Themi Karakaidos, brings significant experience coordinating the delivery of paraplanning, compliance, technical, research and training services to financial advisory networks. Themi is a Certified Financial Planner.

To contact Lachlan Wealth Management call 1800 619 404 or email Lachlan Wealth Management directly

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• Contact Lachlan Wealth Management call 1800 619 404 or email Lachlan Wealth Management directly.

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