Lantana Private Wealth
Finance · Australia · 11-50 Employees
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Overview
Headquarters
202-33 Belsize Ave, Carnegie, Victoria, ...Phone Number
+61 399648950Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
2
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About Lantana Private Wealth
Lantana Private Wealth offers comprehensive portfolio and investment management along with financial planning services tailored for retail and High Net Worth clients. The firm emphasizes a highly personalized, honest, and transparent advisory relationship with its clients. Their mission is to provide successful financial advice that aligns with the individual objectives and needs of each client. Lantana Private Wealth operates under the Australian Financial Services Licence and is committed to maintaining high standards in financial planning.Explore more
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Lantana Private Wealth Tech Stack
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Lantana Private Wealth offers comprehensive portfolio and investment management along with financial planning services tailored for retail and High Net Worth clients. The firm emphasizes a highly personalized, honest, and transparent advisory relationship with its clients. Their mission is to provide successful financial advice that aligns with the... Read More
