Lachlan Kendall
FINANCIAL PLANNER
B.Bus, DFP, JP (Qual)
Helping clients navigate financial complexity with straightforward advice and a clear long-term strategy.
About Lachlan
Lachlan has long been interested in personal finance and started his financial services career with Tupicoffs in 2015. Since then, he has held a variety of roles across the firm, building deep insight into financial advice and a strong desire to make a meaningful, positive difference in the lives of his clients.
Lachlan specialises in Total and Permanent Disability (TPD) and Income Protection (IP) insurance claims, supporting clients during some of the most challenging times in their lives. He has helped many navigate these processes with care and clarity, and he works to reduce his clients stress and uncertainty wherever possible.
With strong technical knowledge of superannuation legislation and insurer frameworks, Lachlan also understands the tax and financial complexities surrounding insurance claims. He partners with clients to make informed decisions that align with both immediate needs and long-term financial goals, providing confidence and peace of mind throughout the process.
Lachlan’s Financial Advice Philosophy
“I work on building long-term relationships with my clients and taking the time to understand each client's unique financial situation, goals, and values.”
“I develop bespoke financial plans for each of my clients, providing a high level of personalisation, and my clients know they have my ongoing commitment to work with them to achieve their financial goals.”
“I take the time to understand each client’s financial situation, goals, and values, so I can deliver tailored strategies with a high level of personalisation and care.”
“Managing finances can be a source of significant stress, my role is to simplify that process. I help clients focus on more than numbers, making sure they understand the impact their financial decisions have on their lives.”
“Above all, I’m committed to long-term client relationships built on trust and transparency. I’m helping my clients navigate financial complexity and move forward with confidence.”
- Lachlan Kendall
Financial Planning Qualifications
Lachlan holds several key qualifications that support his work as a Financial Planner:
Bachelor of Business (Finance) – QUT
Diploma of Financial Planning
Justice of the Peace (Qualified)
Currently completing the Graduate Diploma in Financial Planning
Passed the Financial Adviser Standards and Ethics Authority (FASEA) exam on his first attempt