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OUR FOUNDING PARTNER LACHLAN STARTED HIS CAREER 23 YEARS AGO.
However, it didn’t take him long to realise that working in a bank rarely served the customers’ best interests.
Lachlan was the youngest Financial Planner to be engaged in Australia by one of the Big Four Banks. However, what he is most proud of is that throughout his long career in Wealth Management, he has maintained long-standing and highly productive relationships with his clients.
FOUNDING PARTNER
Lachlan Schonfelder
Lachlan cut his teeth in the industry working for a number of well-known and highly-regarded boutique broking and financial services firms as an adviser/portfolio manager.
The industry has gone through many changes since the mid-90s and Lachlan has acquired a wealth of knowledge and a profound understanding of all aspects of Wealth Management in that time. Importantly, however, he also has a deep insight in to the needs of his clients, their aversion to risk and the importance of trust in undertaking a client-advisor relationship.
Throughout Lachlan’s career in Wealth Management he has maintained long-standing and highly productive relationships with his clients.
Lachlan acquired his Diploma of Financial Planning in 2004 through Deakin University. He has been a member of the Financial Planning Association of Australia and continues his studies with ongoing training, compliance and workshops.
He is the Consulting Council President for the Australian Financial Market of the Australia-Italy Association based in Rome, Italy, and has attended wealth management conferences and meetings in Monaco at the invitation of colleagues based in the Principality.
CLIENT SERVICES MANAGER
Lisa Schonfelder
Lisa comes to LS Financial Services from a long background of customer service in both retail and health services. She successfully managed several clothing and homewares stores before changing track to work in hospital and surgical client services and administration.
Lisa joined Lachlan at LS Financial Services in late 2017 to provide key office support to the growing business and to help liaise with clients on administrative issues and requirements.
She has always believed that customer service is the key to business success and that without providing great service you can never fully enjoy your job.
Having studied Philosophy and Classical Studies at Melbourne University, she continues her learning with ongoing French conversation classes on a weekly basis.
I can't change the direction of the wind, but I can adjust my sails to always reach my destination.
Jimmy Dean
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