About

Adam Lawrance
Director

Adam started Lawrance Private Wealth to engage with clients at the personal level, provide them with ‘world-class’ access and opportunity to make a genuine investment in their lives, outcomes and legacy.

Clients include high-net wealth individuals and families, senior executives, business owners and ‘For Purpose’ entities. Clients benefit from Adam’s investment in learning the details of their unique situation and applying an extensive understanding of investment strategy development, progressive investment selection and portfolio construction. 

Adam is proud that the Firm he and the team have built has all the access of a large firm and alignment only with client interests - through independence.

Clients must expect a high-end, tailored service built on values that stand the test of time.

Minimum investment with Adam is $1 Million per family group.

Adam holds a Master of Financial Planning, Bachelor of Commerce from the Australian National University, Professional Diploma of Stockbroking and is an accredited ADA 2.

Sam Colman CFP®
Director

Sam has worked with professionals and family groups for both large and boutique organisations since 2013 and has industry experience in both Australia and the UK.

Sam is a specialist in strategic planning, allowing him to apply knowledge of the industry and its platforms and products to better attend to our client’s unique problems, needs and objectives to formulate appropriate strategies and solutions. He works closely with a team of specialists, accountants, solicitors, and the like, to develop efficient and effective solutions to meet the Family Group and ‘For Purpose’ Organisation requirements.  

He brings a compliance-driven, ethical and strategic advice approach to all aspects of his work. Sam holds a Bachelor of Commerce, majoring in Business Management and Economics from The University of Canberra. Sam also has the coveted Certified Financial Planner® designation from the Financial Planning Association of Australia.

Joseph Hoey
Senior Associate

Joseph is the 'rational voice’ of the team. He is on track to become an accomplished adviser, currently completing his professional year. With a foundation in Business Services Accounting, Joseph excels in strategic advice, particularly for small businesses with a keen focus on intergenerational wealth transfer. His background in accounting, focus on secure retirement planning and seamless wealth transfer sets him apart.

Hailing from Central Western New South Wales, Joseph is passionate about extending quality financial advice to regional communities, aligning seamlessly with Lawrance Private Wealth's community outreach efforts. Joseph's versatility spans diverse client backgrounds, ensuring tailored financial solutions for each individual or business.

Joseph holds a Graduate Diploma of Financial Planning, a Bachelor of Commerce from the Australian National University.

Joseph is also a Graduate (Affiliate) member of the Financial Advice Association of Australian (FAAA).

Sajani Rodrigo
Associate

Sajani joins Lawrance Private Wealth with a mission of safeguarding clients in achieving their financial goals and building long-term wealth.

Sajani helps manage clients’ super and investment portfolios, liaise with third parties and clients, and develop investment strategies with Adam and the team. She is interested in helping clients build financial literacy with the latest technological and ethical based structures.

She likes to take a personal and analytical approach to her work with clients. Sajani holds a double Degree in Finance and Economics from the Australian National University and is currently completing her Graduate Diploma of Financial Planning.

Alan Schaechtili
Senior Financial Adviser

Alan joins us from Goulburn & Crookwell Financial Services which has been a family-owned financial advice business since 2014. Alan has been providing strategic and investment advice in Australia since 2000. His specialty and passion is working with retirees and pre-retirees, helping them to manage and improve their current and future financial position.

Alan is a member of the Financial Advice Association of Australia and has a Master of Financial Planning, Graduate Diploma of Financial Planning, Advanced Diploma of Financial Services and is an Accredited Age Care Professional.

Alan brings to the table over 20 years of industry expertise, coupled with a deep-seated familiarity with the Goulburn and surrounding regions. He provides education and tailored advice on an individual basis to ensure everyone receives great advice, great service and great solutions.