Lachlan joined Koda Capital in March 2025 and works as an Associate with Senior Advisers Mark Cooper and Tom Meagher.
Lachlan joined Koda Capital in March 2025 and works as an Associate with Senior Advisers & Partners, Mark Cooper and Tom Meagher.
Lachlan has 5 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 Escala Partners, where he spent 2 years supporting a number of advisers with their client relationships.
Lachlan holds a Bachelor of Applied Finance from Macquarie University, graduating with a Distinction average. He has also completed his Regulatory Guide 146 in Securities & General Knowledge, and is currently studying a Graduate Diploma in Financial Planning.
Lachlan now supports his team 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.