Management
Brett Jackson
Director | Adviser |
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:
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. |