Lachlan Mahon, CFP®

Name Lachlan Mahon CFP®
Company Arco Advisory
Address Unit 2 27-31 Duerdin Street
Notting Hill, VIC 3168
Phone 03 9562 0742

I commenced my career in Financial Planning in 2013 at Westpac. My technical skills and ability to interact with clients led to significantcareer advancement and promotions.I have completed a Bachelor of Commerce majoring in Economics, Finance and Financial Planning, the Certified Financial Planner’sdesignation, Advanced Diploma in Financial Planning, and further qualifications in Self-Managed Super Funds, Aged Care, MortgageBroking and Derivatives.Over the years, my interactions with clients have highlighted the importance of strong relationships, ensuring I gain a true understanding of my client’s objectives, requirements and expectations. I am a relationship driven advisor who regards my honesty, loyalty and technicalexpertise among my greatest attributes in achieving these outcomes.My area of expertise are developing strategic approaches to superannuation, investment growth, and protection of assets. This expertise,coupled with the team-based approach at Arco ensure that I am able to continually provide optimal outcomes for my clients.

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