Brett Jackson

Brett Jackson Email and Phone Number

Founder | Director at Lantana Private Wealth @ Lantana Private Wealth
malvern, victoria, australia
Brett Jackson's Location
Melbourne, Victoria, Australia, Australia
Brett Jackson's Contact Details

Brett Jackson work email

Brett Jackson personal email

n/a

Brett Jackson phone numbers

About Brett Jackson

Brett has a proven track record in providing industry-leading solutions to all sectors of enterprise, SME and retail clients, demonstrated with a nimble ability to service multi-sector clientele and in sitting on a number of Boards.With a special focus on private wealth and SME business services, Brett is able to showcase his expertise across all divisions of Lantana Private Wealth Pty Ltd and associated entities, having founded this business with which he continues to manage as the Sole Director. Brett previously spent four years lecturing at Monash University as a Scholarly Teaching Fellow, delivering numerous post-graduate finance Units within the Faculty of Business and Economics. Brett holds a Master of Applied Finance (Monash University); a Bachelor of Commerce (Monash University) and numerous accreditations including as a direct securities and SMSF specialist.

Brett Jackson's Current Company Details
Lantana Private Wealth

Lantana Private Wealth

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Founder | Director at Lantana Private Wealth
malvern, victoria, australia
Website:
lantanaprivatewealth.com.au
Employees:
2
Brett Jackson Work Experience Details
  • Lantana Private Wealth
    Founder | Director
    Lantana Private Wealth Oct 2012 - Present
    Melbourne, Australia
    Lantana Private Wealth is an privately owned wealth advisory firm, located in Melbourne, Australia. Lantana Private Wealth advise to a highly diverse clientele with a rapidly growing entity count and has direct management of between AUD$50m-$100m FUM (with approximately triple this in Assets Under Advice). ACN: 167 991 442
    View
  • Monash University
    Lecturer | Scholarly Teaching Fellow
    Monash University Mar 2013 - Nov 2016
    Melbourne, Australia
    Brett delivered four years of teaching within Monash University's Business School, teaching postgraduate and undergraduate finance units. Prior to Brett's voluntary retirement to focus on his other professional responsibilities, he was the recipient of numerous accolades, including being offered a long term tenure as a Scholarly Teaching Fellow and being formally recognised as within the top 5% of the Faculty's teaching staff (as voted anomalously by students). Brett delivered solo teachings to over 2,500 students throughout his time at Monash University, adding significant value to students' learning outcomes; providing inspiration to tertiary leavers and dramatically enhancing the overall University-experience for students.
    View
  • Deloitte
    Analyst
    Deloitte Jan 2012 - Dec 2012
    Melbourne, Australia
    - Corporate Finance- Assurance & Advisory (A&A)- Majority of clients ASX-listed. Voluntarily departed to complete post-graduate studies and open private wealth firm.
    View

Brett Jackson Skills

Wealth Management Portfolio Management Portfolio Construction Investment Advisory Investment Strategies Personal Financial Planning Insurance Estate Planning Shares Equities Fixed Income Bonds Property Investment Self Managed Superannuation Funds Alternative Assets Superannuation Taxation Planning Taxation Reduction Strategies Accounting Business Development Consultancy Retirement Planning Wealth Preservation Start Ups Xero Lics Etfs Hybrids Reits Lpts Debt Management Debt Securities Cash Flow Management Separately Managed Accounts Direct Investment Xplan Adviser Logic Finance Microsoft Office Iress Bloomberg Terminal Ms Office

Brett Jackson Education Details

Frequently Asked Questions about Brett Jackson

What company does Brett Jackson work for?

Brett Jackson works for Lantana Private Wealth

What is Brett Jackson's role at the current company?

Brett Jackson's current role is Founder | Director at Lantana Private Wealth.

What is Brett Jackson's email address?

Brett Jackson's email address is bj****@****.com.au

What is Brett Jackson's direct phone number?

Brett Jackson's direct phone number is +614095*****

What schools did Brett Jackson attend?

Brett Jackson attended Monash University, Monash University, Newhaven College.

What skills is Brett Jackson known for?

Brett Jackson has skills like Wealth Management, Portfolio Management, Portfolio Construction, Investment Advisory, Investment Strategies, Personal Financial Planning, Insurance, Estate Planning, Shares, Equities, Fixed Income, Bonds.

Who are Brett Jackson's colleagues?

Brett Jackson's colleagues are Lois Diane Almazan, Richard Jackson, Pett Gemina, Dipfp.

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