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Comprehensive Service Offering Lakeside Financial provides a holistic range of financial services including risk insurance, lending, financial planning, estate planning, and accounting, presenting multiple cross-selling opportunities for related financial products and services.

Established Client Trust With over 20 years of experience and a strong local presence in Victoria, Lakeside Financial has built a reputation for personalized, expert advice, making it a valuable partner for expanding its client base through targeted marketing and referral programs.

Medium Market Size The company's revenue range of 25 to 50 million dollars and a workforce of up to 50 employees position it within a lucrative mid-market segment, ideal for tailored financial solutions and strategic partnership developments.

Digital Infrastructure Utilizing a robust digital stack including WordPress, Shopify, and advanced form tools, Lakeside Financial invests in modern technology, providing avenues to introduce innovative financial tools and customer engagement platforms.

Growth Potential Given its broad service scope and established history, Lakeside Financial is well-positioned for growth through expanded service offerings, strategic alliances, and leveraging its reputation to attract high-net-worth individuals and businesses seeking comprehensive financial advice.

Lakeside Financial Tech Stack

Lakeside Financial uses 8 technology products and services including WordPress, MySQL, Shopify, and more. Explore Lakeside Financial's tech stack below.

WordPress

Content Management System

MySQL

Database

Shopify

E-commerce

Twemoji

Font Scripts

Google Fonts API

Font Scripts

MediaElement.js

Video Players

Formidable Forms

Web Platform Extensions

Apache

Web Servers

Lakeside Financial Email Formats	Example	Percentage
First.Last@lakesidefinancial.com.au	John.Doe@lakesidefinancial.com.au	50%
First.Last@lakesidefinancial.com.au	John.Doe@lakesidefinancial.com.au	50%

Lakeside Financial Email Formats

Example

Percentage

First.Last@lakesidefinancial.com.au

John.Doe@lakesidefinancial.com.au

50%

First.Last@lakesidefinancial.com.au

John.Doe@lakesidefinancial.com.au

50%

Frequently Asked Questions

Where is Lakeside Financial's headquarters located?

Lakeside Financial's main headquarters is located at 429 Bay St, Suite 201 Brighton, Victoria 3186, AU. The company has employees across 3 continents, including OceaniaNorth AmericaAsia.

What is Lakeside Financial's official website and social media links?

Lakeside Financial's official website is lakesidefinancial.com.au and has social profiles on LinkedIn.

What is Lakeside Financial's NAICS code?

Lakeside Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Lakeside Financial have currently?

As of October 2025, Lakeside Financial has approximately 21 employees across 3 continents, including OceaniaNorth AmericaAsia. Key team members include Head Of Accounting Services: M. G.Partner / Senior Financial Planner: A. L.Owner: R. H.. Explore Lakeside Financial's employee directory with LeadIQ.

What industry does Lakeside Financial belong to?

Lakeside Financial operates in the Financial Services industry.

What technology does Lakeside Financial use?

Lakeside Financial's tech stack includes WordPressMySQLShopifyTwemojiGoogle Fonts APIMediaElement.jsFormidable FormsApache.

What is Lakeside Financial's email format?

Lakeside Financial's email format typically follows the pattern of First.Last@lakesidefinancial.com.au. Find more Lakeside Financial email formats with LeadIQ.

When was Lakeside Financial founded?

Lakeside Financial was founded in 1992.

Lakeside Financial

Q: How many employees does Lakeside Financial have currently?

Lakeside Financial has approximately 21 employees.

Q: What technology does Lakeside Financial use?

Lakeside Financial's tech stack includes Open Graph, Shopify, W3 Total Cache, jQuery Migrate, Microsoft 365.

Financial ServicesAustralia11-50 Employees

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

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