Lakeside Financial
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
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Verified contacts
18
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
5
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- MG
Matt Geary
Head of Accounting Services · Finance & Accounting
EmailPhone - EZ
Elena Zaitseva
Manager · General Business & Management
EmailPhone - JW
Julien Wiener
Sales Manager · Sales & Business Development
EmailPhone - MD
Marc Dunienville
Sales Manager · Sales & Business Development
EmailPhone - AY
Alice Yap
Lawyer · Legal
EmailPhone - AL
Andrew Lord
Partner Senior Financial Planner · Other
EmailPhone - AW
Anna Wilson
Insurance Underwriter · Finance & Accounting
EmailPhone - CC
Costa Chantzos
Receptionist · Customer/Client Service
EmailPhone - FM
Frances Mutuc
Client Services Administrator · Customer/Client Service
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Lakeside Financial
16 distinct titles indexed · top 10 shown.
- 2mortgage broker
- 2sales manager
- 1associate advisor
- 1client services administrator
- 1client services manager
- 1equities trader
- 1financial advisor
- 1head of accounting services
- 1insurance underwriter
- 1lawyer
- +6more titles
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