Our clients

Our firm specialises in providing services to professionals, business owners and charitable foundations.

We maintain over 100 client relationships with persons or families owning between AUD$1million and AUD$150million in net assets, including:
  • high and very high income earning persons and families 
  • small and medium sized business owners
  • medical consultants and other practitioners
  • dentists and veterinarians
  • professional athletes 
  • legal judges, barristers and solicitors
  • ​engineers and geologists
  • academics and researchers
  • a vast range of other professionals 
  • charitable trusts
Contact:

(03) 9964 8950

[email protected]

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