What departments does Lakeside Financial have?

Lakeside Financial has employees across 6 departments including Accounting, Sales, Marketing, Customer Success, Administrative.

What is the largest department at Lakeside Financial?

The largest department at Lakeside Financial is Marketing with 2 employees.

Where are Lakeside Financial employees located globally?

Lakeside Financial has employees across 3 continents and 4 countries including Philippines, United States Of America, Canada, Australia.

How has Lakeside Financial's team size changed over time?

Lakeside Financial's team has decreased from approximately 23 to 17 employees based on available data.

Lakeside Financial Employee Directory

Financial ServicesVictoria, Australia11-50 Employees

Lakeside Financial is a boutique financial services firm based in Brighton, Victoria. It provides specialist advice across discrete disciplines, including personal risk insurance, lending, financial planning, wills and estate planning, and accounting. The firm emphasises a holistic approach, coordinating these services to help individuals and businesses grow and protect their wealth through multiple pathways to financial security. The structure relies on dedicated professionals in each area to ensure focused, expert guidance.

Founded by Ross Hennig more than twenty years ago, Lakeside Financial operates under the Pareto Group licence for financial planning, superannuation, investment, and personal risk insurance, while other Lakeside professionals handle lending, wills and estate planning, and accounting. The practice serves clients in Australia, positioning itself as a specialized, multi-discipline advisory firm within the financial services industry.

Lakeside Financial Global Highlights

Oceania
26

Australia
26

North America
6

United States Of America
5
Canada
1

Asia
1

Philippines
1

Lakeside Financial's Leadership

M. G.
Head Of Accounting Services
Mobile Phone
Email
R. H.
Owner
Mobile Phone
Email
S. B.
Owner
Mobile Phone
Email
M. D.
Sales Manager
Mobile Phone
Email
C. W.
Marketing And Business Development Manager
Mobile Phone
Email
R. W.
Client Services Manager
Mobile Phone
Email
E. Z.
Manager
Mobile Phone
Email
C. M.
Executive Assistant
Mobile Phone
Email

Lakeside Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Community & Social Services
Entrepreneurship
Other
Finance
Support

Contact profiles from Lakeside Financial

Name

Title

Contact

Location

Last Update

R. H.
Owner
Mobile Phone
Email
Australia, Victoria
Jul 08, 2026
S. B.
Owner
Mobile Phone
Email
Oct 23, 2024
M. G.
Head Of Accounting Services
Mobile Phone
Email
Australia, Victoria
Sep 14, 2026
M. D.
Sales Manager
Mobile Phone
Email
Sep 10, 2026
C. W.
Marketing And Business Development Manager
Mobile Phone
Email
Jul 08, 2026
R. W.
Client Services Manager
Mobile Phone
Email
Aug 30, 2026
E. Z.
Manager
Mobile Phone
Email
Sep 09, 2026
C. M.
Executive Assistant
Mobile Phone
Email
Philippines, Central Visayas
Feb 26, 2024
K. K.
Paraplanner
Mobile Phone
Email
Australia, Victoria
Sep 19, 2024
M. B.
Marketing
Mobile Phone
Email
Australia, Victoria
Sep 07, 2026

Frequently Asked Questions

What is Lakeside Financial known for?

Lakeside Financial was founded in 1992 and operates in the Financial Services industry. Explore Lakeside Financial's company overview page for more information.

What is Lakeside Financial's most common email format?

Lakeside Financial employees' email format typically follows the pattern of First.Last@lakesidefinancial.com.au. Trying to find reliable and up-to-date employee contact data? Find more Lakeside Financial email formats with LeadIQ.

How many employees does Lakeside Financial have currently?

Lakeside Financial has approximately 23 employees as of August 2026. These team members are located across 3 continents, including Oceania, North America and Asia.

Who are Lakeside Financial's key employees and leadership?

As of August 2026, Lakeside Financial's key employees include:

Head Of Accounting Services: M. G.
Owner: R. H.
Owner: S. B.
Sales Manager: M. D.
Marketing And Business Development Manager: C. W.

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Lakeside Financial Employee Directory

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