Lachlan St Clair
Managing Director - CSP
Lachlan St Clair BEc, DipFP, CFP, PC.SMSF FTI is the CEO and Senior Adviser at CSP. He has in excess of 20 years experience in financial services, with 12 of those as a financial adviser.
Lachlan joined joining Mercantile Mutual / ING in 1994 as a trainee life insurance underwriter. He then went on to work as a Product Manager before moving through various projects in the employee benefits division. Lachlan then resigned from ING and joined Patrick Chick and Associates 2001.
In 2002 Lachlan gained his first Proper Authority and in 2004, he became a Director of the firm. Lachlan then took over as CEO in September 2009.
Lachlan now works with a broad range of the firm’s corporate and High Net Worth clients providing both employee benefits services and individual financial planning services to our many individual clients. He has a particular interest in financial strategy, Self-Managed Superannuation Funds and intergenerational wealth management and estate planning.