We believe our success
is largely due to our people
- their expertise, professionalism and
their commitment to you - our clients.

Our Team

At Lanteri Partners, we believe our success is largely due to our people – their expertise, professionalism and their commitment to you – our clients. We build lifelong relationships with our clients that are based on a real understanding of their situation and their goals. We work hard to get to know our clients. We listen, explain and educate.

Our clients achieve better financial outcomes because we understand financial planning, superannuation, taxation and accounting better than anyone. We know the rules and regulations, we see the opportunities and achieve the outcomes.

Above all, we care about people. We are focused on our clients’ best interests. We provide honest advice and we take an interest in our clients’ lives. We are always available to our clients and we treat them with respect.

Wealth Management

Michael Lanteri

Michael Lanteri

Managing Director, Lawyer, CPA, Chartered Tax Adviser,
Fellow of Financial Services Institute of Australasia, Real Estate Agent(VIC & NSW)

I have more than 30 years experience across financial planning, taxation and accounting, superannuation, property, sharemarket investment and wealth management. I also have excellent qualifications, licences and accreditations. This expertise is critical in providing quality services.


However, I believe that financial planning and wealth management is all about people, not numbers, not churn. My aim is always to understand my clients, to get to know them and to build and implement unique, personalised plans.
I founded Lanteri Partners Group more than 20 years ago and am proud to say that over that time we have helped countless individuals, families and businesses realise their potential and their goals.

I believe that success is due to our expertise, our professionalism and our passion.
Also, we care about people. We are focused on our clients' best interests and we provide honest, tailored advice.

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Angela Mogiannis

Angela Mogiannis

Group Financial Controller

I have been with Lanteri Partners Group since day one. As Group Financial Controller I manage and direct all aspects of financial management of the organisation. My varied and busy role encompasses a range of operational tasks, including finance reporting, preparing BAS, managing debtors, invoicing, payroll and much more.


At Lanteri Partners Group our clients come first. We know our clients as people and we understand their goals and challenges. I believe it is this personal approach, the relationships we build with clients and the internal collaboration that set Lanteri Partners Group apart from the rest.

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Ashley Coombes

Ashley Coombes

General Manager - Operations

I work across all Lanteri Partners Group divisions providing operational advice, guidance and support in human resources and recruitment, compliance, legal, wills and estate planning, buyer advocacy, purchasing, events and client relationship management.


While working to support the smooth operation of all areas of the business, I enable our clients to enjoy a seamless service experience.

My role offers great variety and the opportunity to build relationships. I am a key point of contact for many clients and I work with them to understand their requirements and ensure they understand our services, processes and approach.

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Suzie O'brien

Suzie O'brien

Receptionist

For more than 10 years, I have been the first point of contact and the face of Lanteri. Being in reception means that I am involved in the comings and goings of people and can develop relationships with our clients and suppliers.


I get to know our clients as treat them as valued friends. I stay on top of their needs. Our clients know that they can call me with any questions or issues and I will direct them to the right person or follow up.

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Financial Planning & Superannuation

Richard Hulls

Richard Hulls

Director of Financial Planning & Superannuation, Chartered Accountant, Fellow of Taxation Australia

I have more than 30 years experience as a Chartered Accountant - enough to understand the challenges people face at different stages of their lives and the opportunities available to them.


Over the years I have specialised in accounting, financial planning, superannuation, taxation and property development. Experience has taught me that long-term financial success requires up-to-date knowledge and effective planning.

At Lanteri Partners Group I lead a team that works with individuals to create and implement comprehensive financial management and wealth creation plans.

We build long-term relationships with our clients so that we understand their needs and aspirations. We work in their best interests, providing honest and practical advice.

The most rewarding aspect of my role is knowing that I am adding value to people’s lives and helping them build a solid financial foundation for the future.

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Joseph Lanteri

Joseph Lanteri

General Manager, Financial Planning and Superannuation.
Bachelor of Commerce (Finance), Master of Professional Accounting, CPA

As the General Manager of Financial Planning & Superannuation at Lanteri Partners Group, I interact will all facets of the business, from financial planning and investment through to taxation, accounting and banking.


I work closely with clients, taking them through the financial planning process, analysing their situation, creating and implementing plans and reviewing outcomes.
I believe the financial planning process is journey which needs to be carefully planned, implemented, monitored and reviewed over time.

The key to a successful result is ensuring all parties understand their driving objectives, have realistic expectations, and understand how they can work towards achieving these. For us at Lanteri, we strive to guide our clients alongside them as they progress on their journey, and ensure their individual financial plan is on track to attain their desired outcomes!

It is great to be part of a dynamic, skilled and customer-focused team at Lanteri, and to work with a diverse range of clients to achieve their wealth creation objectives!

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Bobby Ho

Bobby Ho

Associate, Financial Planning

My professional aim is to be part of a team in a company that is always aiming to grow as a successful and renowned business as well as forging good relations with the people it employs and serves.


At Lanteri Partners Group I am achieving this aim. I work with clients, guiding them through all the aspects of financial planning, ensuring they understand our recommendations.

I have been working in the financial services industry since 2007, specialising in financial planning and superannuation. I have prepared financial plans and statements of advice, lead client services teams, and liaised with corporate clients, individual clients as well as financial institutions.

Working with clients and building relationships is the most rewarding aspect of my role.

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Sarah Cox

Sarah Cox

Superannuation Manager

I have been working in the finance sector for more than 15 years, with a focus on accounting, administration and superannuation.


At Lanteri Partners Group, my role is to provide accounting services and support for superannuation accounts.

I enjoy being part of a team that provides individualised services for clients. Every client is treated as an individual and every plan and account is given detailed attention.

I also enjoy the variety of work and I care about the quality of my work. I want every client to receive the best possible service and so see my efforts and the organisation in a good light.

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Annie Fisher

Annie Fisher

Administrator

I have a varied role at Lanteri Partners, providing administrative support to the Superannuation team and to Finance as needed. I prepare files, documents and updates for clients and respond to their queries.


I enjoy the variety of work as well as the client interaction. The dedication to clients is a key feature of the service offered by Lanteri Partners. Our clients can rely on us to always strive to do the best for them.

As a Masters student I also appreciate the flexibility available to me in my role.

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Emily Violet

Emily Violet

Administrator

As an administrator with the Superannuation team, my role involves preparing client files and documents, handling bills and insurances, and responding to client queries. I also assist our financial planners with their diaries.


Working in a small organisation allows me to build on my superannuation experience and knowledge and learn more about the range of financial services available to our clients. I enjoy the contact with our clients and I know that they value the personal service they receive.

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Funds Management

Phil Barca

Phil Barca

Senior Portfolio Manager

I am directly responsible for the management of investment portfolios for over 750 high net worth clients.


I construct investment strategies and portfolios for clients and actively manage these in order to optimise outcomes. I conduct portfolio reviews and communicate regularly with clients about the progress of their investment portfolios.

As an investment specialist with many years’ experience in wealth management, I enjoy the challenge of creating investment solutions to enhance long term performance. I embrace the high level accountability that comes with our high conviction investment approach and I enjoy working for a company that values its clients and treats each as an individual.

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Tarik Gouda

Tarik Gouda

Associate

As an associate in Funds Management, I strive to exceed our clients’ expectations by implementing effective investment strategies that optimise their returns. I meet with new and established clients, develop and manage their investments, and keep them informed.


For almost a decade I have been engrossed in the financial markets in my work and studies; before that I worked in retail banking.

I enjoy being part of an integrated team at Lanteri Partners that communicates well and collaborates to benefit our clients.

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Accounting and Business Advisory

Tony Boscia

Tony Boscia

Director of Accounting and Taxation Services, MBA, CPA and Company Secretary

I have more than 30 years experience working in accounting and finance in Australia and overseas, in my own practice and with Lanteri Partners Group.


This broad experience has given me excellent knowledge of accounting and taxation legislation, reporting, standards and systems as they relate to individuals, small and medium enterprises, and big business.

At Lanteri we offer more than just expertise with numbers and rules. We know what needs to be done and how to do it. We actually help our clients understand and implement plans. We keep on top of their progress and monitor and refine plans - we see plans through from the first meeting to the achievement of results.

I pride myself on understanding our clients’ needs and adding value. I see business and planning in the context of life. This means I can talk to clients, understand them and provide honest and insightful advice.

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Paul Purcell

Paul Purcell

Senior Accountant

I am an experienced Chartered Accountant and have worked in accounting and business services for more than 20 years. I established and operated a successful private practice in Broome, WA before moving back to Melbourne more than a decade ago.


I combine extensive experience in business with strong technical knowledge and accounting qualifications. This enables me to provide a range of business services and tax advice to small and medium enterprises (SME's).

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David Wang

David Wang

Senior Accountant

I provide a comprehensive range of professional accounting and business services to Lanteri Partners’ clients – all with the aim of helping them succeed in business.


I work with individuals and small to medium enterprises to structure their tax, accounts and finances to maximise financial and business outcomes and to adopt effective accounting software and systems.

This requires in-depth and up-to-date knowledge of taxation, which I have built over a decade in the financial sector, as well as the ability to interact with clients and work as part of the team at Lanteri.

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Thomas Blackwell

Thomas Blackwell

Accountant

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Simon Fairy

Simon Fairy

Superannuation Accountant

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Kat Summers

Kat Summers

Administrator

I believe that administration is a critical role. While much of an administrator's work is behind the scenes, a good administrator provides vital support to colleagues, enabling them to focus on their role. An administrator is also an important link between the company and the client.


At Lanteri Partners Group, I support the staff and interact with clients and with financial institutions and authorities, such as the ATO and ASIC.

I enjoy the variety of administrative work. No two days are the same. I enjoy responding to the needs of colleagues and clients. I have well developed organisational skills and I always seek to be efficient and effective in my role.

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Stephen Meagher

Stephen Meagher

Marketing Coordinator

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Finance

Jacqui Panther

Jacqui Panther

Senior Lending Executive

With more than 20 years in the finance sector, I have extensive knowledge of the financial products available in the market as well as experience negotiating with major lenders to secure the best possible arrangements for my clients.


I enjoy working with clients to understand their finance needs and then recommend effective options, whether it be for their home, business, motor vehicles or other needs.

Lanteri Partners Group has the experience, expertise and connections to give clients access to exceptional personal and business financial solutions. As finance experts we review each client’s situation, prepare finance briefs, liaise with lending institutions, recommend solutions, then manage settlement and monitor debt management.

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Sales & Marketing

Annastasia Giannoukas

Annastasia Giannoukas

Sales and Marketing Manager

I manage a team of Marketing Executives on a day to day basis. I am responsible for the event management of seminars monthly. I co-ordinate each event and MC on behalf of Michael Lanteri the Managing Director. I contact all attendees and invite back for a complimentary financial review with the view to provide financial planning.

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Jessica Carroll

Jessica Carroll

Marketing Executive

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Shane Hunt

Shane Hunt

Marketing Executive

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Ben Goudge

Ben Goudge

Marketing Executive

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Ettie Almarin

Ettie Almarin

Marketing Executive

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