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VERIFIED COMPANY DOSSIER

Lakeside Financial

Verified Intel

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 www.lakesidefinancial.com.au

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 www.lakesidefinancial.com.au

Primary SectorFinancial Services
Workforce Size11-50 Employees
Global HQMelbourne, Australia
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
1992
Employee Bracket
11-50
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
Level 1 Victoria Brighton
City
Melbourne
Region / State
Victoria
Postal Code
3186
Country
Australia

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainlakesidefinancial.com.au
Visit Site
LinkedIn NetworkActive Profile
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Frequently Asked Questions

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