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Lachlan Swan

Full Name

Lachlan Swan

Designation

Senior Accountant

Department

Accounting and Taxation

Contact #

(02) 4920 7886

Email

admin@123financialgroup.com.au

Professional Journey

Currently completing Bachelor of Commerce – Newcastle University
7+ Years in the Industry

Professional Memberships

Xero Advisor Certified

Areas of Expertise

Financial Reporting and Accounting
Taxation and Compliance
Financial Analysis and Planning
Small Business Advisory
Client Relationship Management and Communication
Speciality areas: Building and Construction Industry, Financial Strategy for Young People

Philosophy

Work hard, stay resilient, and use humour to connect in both work and life.

Outside the Office

Off-Grid Camping
Cricket
4 Wheel Driving
Lachie has a talent for communicating complex tax matters in a way that younger clients can understand, making it easier for those in their 20s and 30s to navigate their financial goals and get ahead.
- Jen Richardson