Lachlan Kennett

Lachlan Kennett

Partner, Private Wealth

Private Wealth

BDO.LiveSite.People.ExecutiveSummary

Lachlan leads the Private Wealth team for BDO in South Australia. His personable approach helps to guide clients through difficult decisions affecting their finances and lifestyle.

He has built his career around providing holistic advice to a range of clients including small-medium business owners, high-net worth individuals and Not-For-Profits.

By taking the time to truly understand the concerns and priorities of clients, Lachlan is able to tailor solutions for individual circumstances.

Services

  • Financial planning and superannuation
  • Self-Managed Superannuation
  • Succession planning
  • Retirement planning
  • Structuring to maximise wealth
  • Personal risk insurance

Sectors

  • High net worth individuals
  • Not-For-Profits
  • Professional practice
  • Family business
  • Superannuation

Qualifications

  • Bachelor of International Business
  • Graduate Diploma of Applied Finance

Affiliations

  • Certified Financial Planner®, Financial Planning Association of Australia

I am honoured to be a Partner at BDO and it is an exciting time in the Private Wealth space in Adelaide. I am keen to continue developing our approach to financial advice, delivering both peace of mind and great financial outcomes for our clients. Since joining BDO it has been fantastic to see the support the firm provides staff to develop their professional skills, ensuring BDO has a strong foundation to continue providing exceptional service long term.