Lachlan Ashelford – international wealth expert joins Lambourne Partners
Lambourne Partners welcomes Lachlan Ashelford to the team as a Wealth Advisor. Lachlan has high level experience in working for global asset managers, wealth advice firms and broking houses in both Australia and the UK.
In addition to his experience abroad, Lachlan’s local knowledge is considerable having spent eight years working as a Wealth Advisor in Newcastle.
Highlights of Lachlan’s career to-date include working internationally. “I always wanted to work in the UK and was lucky enough to do this during the Global Financial Crisis (GFC) around 2007-2010. This time working in the finance industry was extremely challenging and very exciting at the same time.
I’m looking forward to getting stuck into building the wealth advisory side of the business, as well as mentoring new entrants in the industry.” says Lachlan.
Lambourne Partners Wealth Director, Kurt Purkiss describes Lachlan’s appointment as a ‘valuable asset’ when it comes to wealth creation and wealth protection strategies. “In recent years we have been on a true growth trajectory. Lachlan Ashelford’s deep knowledge of the industry and international experience will be of tangible benefit to new and existing clients.”
Lachlan’s qualifications include a Bachelor of Commerce, Graduate Certificate in Applied Finance, Graduate Diploma of Financial Planning, Master of Applied Finance, Member of Financial Planning Association of Australia and Associate Member of CPA Australia.
Lambourne Partners Wealth specialises in wealth creation strategies, retirement planning, redundancy advice, financial planning, portfolio and investment advice, and ways to identify risk and protect your wealth.
ABOUT LAMBOURNE PARTNERS
Lambourne Partners has been providing trusted financial and wealth management advice for the past 36 years. They are a full-service progressive agency of 40 professional advisers and support staff who offer accounting, taxation, business advisory services, business valuations, audit and assurance, financial planning and self-managed superannuation solutions to small/medium businesses and individual clients.