B. Com. CA
Managing Director
Philip Pezzi is Lachlan Partners’ Managing Director and
co-founder. Philip is an experienced banking and financial
services executive with Australian and International
experience. He has considerable global and domestic expertise in
understanding and managing the financial needs of business and
high net worth clients.
Philip is realising a vision to create a fully integrated
Strategic Financial Advisory firm with core competencies built
around wealth management, accounting, tax, audit and business
services, insurance and property advisory.
Lachlan Partners Investment approach is built on a highly
discipline and successful approach to equity investment that is
designed to meet the requirements of our clients for capital
preservation, superior-risk adjusted returns, tax awareness and
confidentiality. The most important aspect of my role is to create
the right environment for our professional staff to guide clients in
pursuit of their financial goals. An example of this, is the depth
and breath of experience of our Investment Management Team who
previously held senior executive roles with Citigroup, UBS, JB Were
and Deutsche Bank.
"The most important aspect of my role is providing every opportunity for our staff to guide clients in pursuit of their financial goals.
That means bringing together innovative and reliable professionals who pride themselves on giving clients genuinely personalised service."
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