About
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.
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.
