Lakeside Financial is a boutique financial services company and offers an unrivalled service to individuals and businesses seeking the very best advice regarding the growth and protection of their wealth. As a group, Lakeside Financial chooses to separate the major areas of financial advice and has specialist advisors in each area. Lakeside Financial offers an holistic approach and provides a comprehensive range of products and services including: • Personal Risk Insurance • Lending (Mortgage Broking) • Financial Planning • Wills and Estate Planning and • Accounting services Lakeside’s broad range of products and services work together to provide you with multiple pathways for your future growth, ensuring financial security and freedom for you and your family. Ross Hennig established Lakeside Financial over 20 years ago with a vision to have a business where he could help ensure that his clients were well advised in all areas of their finances. Today that vision is a reality with Lakeside Financial providing Financial Planning, Superannuation, Investment and personal Risk insurance advice under the Pareto Group licence, with other Lakeside professionals advising on Lending, Wills and Estate Planning and Accounting. Visit us at www.lakesidefinancial.com.au
View Top Employees from Lakeside FinancialWebsite | http://www.lakesidefinancial.com.au |
Revenue | $7 million |
Employees | 24 (24 on RocketReach) |
Founded | 1992 |
Address | Level 1, 99 Bay Street, Brighton, Victoria 3186, AU |
Phone | +61 3 9596 5111 |
Fax | +61 3 9596 3222 |
Industry | Financial Services, Insurance |
SIC | SIC Code 631 Companies, SIC Code 63 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 524 Companies, NAICS Code 5241 Companies, NAICS Code 52411 Companies |
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The Lakeside Financial annual revenue was $7 million in 2024.
Herb Rikelman is the President of Lakeside Financial.
24 people are employed at Lakeside Financial.
Lakeside Financial is based in Brighton, Victoria.
The NAICS codes for Lakeside Financial are [52, 524, 5241, 52411].
The SIC codes for Lakeside Financial are [631, 63].