Lachlan joined Koda Capital in March 2025 and works as an Associate with Adviser Shaun Bornstein.
Lachlan has 4 years of experience working in the financial services industry, spending 2 years at CommSec in various back-office roles, where he developed an understanding of the financial services landscape in Australia. Seeking a move into wealth management, Lachlan began working as an Investment Assistant at a wealth management firm in Sydney, where he spent 2 years supporting a number of advisers with their client relationships.
During this 4-year period, Lachlan has studied vigilantly whilst working full time and recently completed his Bachelor of Applied Finance from Macquarie University, graduating with a Distinction average. He has also completed his Regulatory Guide 146 in Securities & General Knowledge.
Lachlan now supports Adviser & Partner, Shaun Bornstein, with portfolio & client work to service high-net worth families, non-for-profit organisations and family office clients. He is responsible for investment & trade execution, portfolio administration, cash management, and assisting with ongoing portfolio management.