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@lantanaprivatewealth.com.au
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1 phone found area 140
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LinkedIn matched
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Brett Jackson is listed as Founder | Director at Lantana Private Wealth at Lantana Private Wealth, a company with 2 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at lantanaprivatewealth.com.au, phone signal with area code 140, and a matched LinkedIn profile for Brett Jackson.
Brett Jackson previously worked as Founder | Director at Lantana Private Wealth and Lecturer | Scholarly Teaching Fellow at Monash University. Brett Jackson holds Master Of Applied Finance (M.App.Fin.), Finance, High Distinction from Monash University.
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AeroLeads found 1 current-domain work email signal for Brett Jackson. Compare company email patterns before reaching out.
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.
Listed skills include Wealth Management, Portfolio Management, Portfolio Construction, Investment Advisory, and 37 others.
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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
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.
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.
Other employees you can reach at lantanaprivatewealth.com.au. View company contacts for 2 employees →
Pett Gemina, Dipfp
Colleague at Lantana Private WealthCebu, Central Visayas, Philippines, Philippines
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LD
Lois Diane Almazan
Colleague at Lantana Private WealthCalabarzon, Philippines, Philippines
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RJ
Richard Jackson
Colleague at Lantana Private WealthGreater Melbourne Area, Australia
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Quick answers generated from the profile data available on this page.
Brett Jackson works for Lantana Private Wealth.
Brett Jackson is listed as Founder | Director at Lantana Private Wealth at Lantana Private Wealth.
AeroLeads has found 1 work email signal at @lantanaprivatewealth.com.au for Brett Jackson at Lantana Private Wealth.
AeroLeads has found 1 phone signal(s) with area code 140 for Brett Jackson at Lantana Private Wealth.
Brett Jackson is based in Melbourne, Victoria, Australia while working with Lantana Private Wealth.
Brett Jackson has worked for Lantana Private Wealth, Monash University, and Deloitte.
Brett Jackson's colleagues at Lantana Private Wealth include Pett Gemina, Dipfp, Lois Diane Almazan, and Richard Jackson.
You can use AeroLeads to view verified contact signals for Brett Jackson at Lantana Private Wealth, including work email, phone, and LinkedIn data when available.
Brett Jackson holds Master Of Applied Finance (M.App.Fin.), Finance, High Distinction from Monash University.
Brett Jackson is listed with skills including Wealth Management, Portfolio Management, Portfolio Construction, Investment Advisory, Investment Strategies, Personal Financial Planning, Insurance, and Estate Planning.
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