Lantana Private Wealth is a fully self-licensed and privately owned wealth advisory and professional services business, located in Melbourne, Australia.
Since the founding of the firm in 2012, services have grown to receive a number of nationally recognised awards and remain a proven leader in providing bespoke and measurable advice outcomes.
The firm prides itself on providing a highly personalised adviser-client relationship; reflected in the fact that the vast majority of new clientele come from existing client referral.
Lantana Private Wealth holds its own Australian Financial Services Licence (No. 502 980), appointed directly by the Australian Securities and Investment Commission (ASIC). This means that Lantana Private Wealth is not an authorised representative or agent of any larger or external business, nor does the business own any in-house investment or financial products.
Company Details
- Employees
- 2
- Founded
- -
- Address
- North Tower, 80 Collins Street, Level 6,australia
- Phone
- +61 39-964-8950
- in****@****.com.au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lantanaprivatewealth.com.au
- Keywords
- Financial Advice, Investment Advice, Wealth Management, Portfolio Management, Taxation, Accounting, Business Services, Business Start Up, Private Equity, Property Investment, Alternative Investments, Mortgage Broking, Asset Finance, Lending, Consulting, Technology, Software Solutions, Cloud Based Computing.
- HQ
- Melbourne, Victoria
Lantana Private Wealth Questions
Lantana Private Wealth's helpline number is +61 39-964-8950
Lantana Private Wealth's website is lantanaprivatewealth.com.au
Lantana Private Wealth's LinkedIn profile is https://au.linkedin.com/company/lantana-private-wealth
Lantana Private Wealth has
2 employees.
View email and phone details for 2
employees at Lantana Private Wealth.
Lantana Private Wealth's industry is
Financial Services
Lantana Private Wealth's top competitors are
Halcyon Private Wealth,
Allerton Private Wealth,
Finspective,
Wealth-Lab,
Kirfield Private Wealth,
Hewison Private Wealth,
Flinders Wealth,
Arrow Private Wealth,
Valyrian Private Wealth,
Laurium Private Wealth.
Lantana Private Wealth's support email address is info@lantanaprivatewealth.com.au
Lantana Private Wealth's categories are Financial Services
Lantana Private Wealth's founding year is 2012
