Lachlan Sue
Chief Operating Officer | General Manager
A business tax specialist and strategic financial adviser, Lachlan has 10+ years of experience in the financial services industry.
He is passionate about helping clients to achieve their financial goals and grow their wealth while forming strong, ongoing relationships. Lachlan provides quality holistic advice to individuals and their families, as well as high-turnover businesses. The breadth of his knowledge and experience gives his clients peace of mind.
Qualifications
- Licensed Financial Planner
- Authorised representative of Matrix Integrated Professional Advice
- Registered tax agent with the Tax Practitioners Board
- Chartered Tax Adviser (CTA) with the Australian Tax Institute
- Admitted member of the Supreme Court of NSW
- Specialist Audit Accreditation (SSAud) with the SMSF Association
- ASIC approved SMSF auditor
