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.
View Top Employees from Lantana Private WealthWebsite | http://www.lantanaprivatewealth.com.au |
Revenue | $6 million |
Employees | 5 (5 on RocketReach) |
Founded | 2012 |
Address | 23 Milton Pde, Suite 223, Malvern, Victoria 3144, AU |
Phone | +61 3 9964 8950 |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 63 Companies, SIC Code 637 Companies |
NAICS | NAICS Code 5251 Companies, NAICS Code 525 Companies, NAICS Code 52 Companies |
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The Lantana Private Wealth annual revenue was $6 million in 2024.
5 people are employed at Lantana Private Wealth.
Lantana Private Wealth is based in Malvern, Victoria.
The NAICS codes for Lantana Private Wealth are [5251, 525, 52].
The SIC codes for Lantana Private Wealth are [63, 637].