LANTANA PRIVATE WEALTH
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Management

Brett Jackson
​
Director 
| Adviser
Picture
P: (03) 99648950

E: [email protected]
Brett is the Director at Lantana Private Wealth and acts as both the Principal Adviser and Director of the firm. Before founding the business, Brett provided financial services to an extensive range of client types, including publicly listed companies, Government agencies, small-to-medium sized enterprises, families and individuals. Brett has worked in numerous divisions at Deloitte Australia as well as several boutique advisory firms since 2006.

Brett held a leading teaching position at Monash University between 2013 - 2016 inclusive, engaged as a
Lecturer and Scholarly Teaching Fellow and; being anonymously voted by students as within the top 5% of teaching staff in the overarching Faculty of Business and Economics.

Brett takes great pleasure in working closely with each and every one of his clients; and has the utmost pride in delivering successful and measurable results.

Brett holds the following qualifications and memberships:
​
  • Master of Applied Finance (High Distinction), Monash University
  • Bachelor of Commerce (High Distinction), Monash University
  • Registered Tax (Financial) Adviser, License: 24936258, Tax Practitioners Board
  • Diploma of Financial Planning
  • Certificate IV in Finance and Mortgage Broking
  • SAFAA Individual Practitioner Member, Member No. 1170815​

While Brett is not in the office or meeting with clients, he also enjoys on-going professional development, immersing himself in all things finance, music, cooking and improving his golf game. Brett also sits on the Board of two registered charitable organisations in the South Gippsland and Bass Coast area, providing funds management and assurance services over donated trust monies for the later gifting to persons or families in need. 
Contact:

(03) 9964 8950

[email protected]

Lantana Private Wealth
​North Tower, Level 6, 80 Collins Street
Melbourne VIC 3000

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
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Privacy Statement
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  • Home
  • About
  • Services
  • MANAGEMENT
  • Why Us
  • Our Clients
  • FAQ
  • Blog
  • Client Login
  • PRIVACY STATEMENT
  • Contact Office