LANTANA PRIVATE WEALTH
  • Home
  • About
  • Services
  • MANAGEMENT
  • Why Us
  • Our Clients
  • FAQ
  • Blog
  • Client Login
  • Contact Office
  • Contact Adam
  • Contact Brett

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. 
Contact:

(03) 9964 8950

info@lantanaprivatewealth.com.au

Lantana Private Wealth
​Suite 223, 23 Milton Parade
Malvern VIC 3144

Our mission:
​
"To maintain a highly personalised, honest, transparent and successful advice relationship with each and every one of our clients."

​- Brett Jackson (Founder)
The Next Breed of Advice.
​​​Any advice included on this website has been prepared without taking into account your objectives, financial situation or needs.  Before acting on the advice, you should consider whether it is appropriate to you, in light of your objectives, financial situation or needs.  You should look at the relevant Product Disclosure Statement before making a decision about any product referred to on this website.  Taxation division trading in Lantana Taxation Services Pty Ltd (ACN: 626 453 012) under TPB Registration number 25861211. Financial planning division trading in Lantana Private Wealth Pty Ltd (ACN: 167 991 442) with Australian Financial Services Licence (AFSL) number 502 980. ​​
Financial Services Guide
File Size: 144 kb
File Type: pdf
Download File

Privacy Statement
File Size: 83 kb
File Type: pdf
Download File

  • Home
  • About
  • Services
  • MANAGEMENT
  • Why Us
  • Our Clients
  • FAQ
  • Blog
  • Client Login
  • Contact Office
  • Contact Adam
  • Contact Brett