Our team
The boutique team here at Octane Financial Planning ensures you will receive a personalised service for all your financial planning, wealth creation and wealth protection (risk insurance) needs.
Lachlan King
Kelly Smith
Rhonda Burton
As a wealth adviser, and Principal of Octane Financial Planning, Lachlan prides himself on tailoring customised financial planning and wealth creation strategies to achieve each client's individual goals and objectives.
Lachlan has been servicing clients' financial planning needs since 1998. He has always been committed to not only implementing initial strategies for clients but remains intent on working with clients over the longer term to ensure their financial planning and wealth creation goals are achieved.
His down to earth approached coupled with his superior technical knowledge ensure that he delivers a very personal and highly professional service to each client, no matter at what stage of life they find themselves.
Lachlan is an Authorised Representative of Genesys. His representative number issued by ASIC is 239769.
As a financial planner, Kelly’s friendly and genuine nature provides an open and encouraging environment for her clients to discuss their financial goals and objectives.
Prior to being an adviser Kelly ran a conveyancing practice and managed the Queensland residential, commercial, retail and business property sections for a national law firm. Kelly has extensive experience in educating and inspiring her clients and implementing strategies that provide her clients with effective solutions and peace of mind.
Kelly is passionate about financial planning and believes in fostering long-term relationships with her clients to ensure their financial strategies remain on track and keep up with life’s many changes.
Kelly is an Authorised Representative of Genesys. Her representative number issued by ASIC is 418908.
As Client Service Manager, Rhonda is the first point of contact for our clients.
Rhonda is committed to quality customer service and has a strong administrative background within the finance industry.
She is also responsible for the day to day management of Octane Financial Planning.
