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.