Lakeside Financial Employee Directory

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

Find Lakeside Financial employees' phone numbers or email addresses

Lakeside Financial Global Highlights

Location
Employees

Oceania
16

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  • Australia
    16

North America
6

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  • United States Of America
    5
  • Canada
    1

Asia
2

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  • Philippines
    2

Lakeside Financial's Leadership

  • Stylized image of a person
    M. G.
    Head Of Accounting Services
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  • Stylized image of a person
    A. L.
    Partner / Senior Financial Planner
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  • Stylized image of a person
    R. H.
    Owner
    Phone icon
  • Stylized image of a person
    S. B.
    Owner
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  • Stylized image of a person
    M. D.
    Sales Manager
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  • Stylized image of a person
    C. W.
    Marketing And Business Development Manager
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  • Stylized image of a person
    K. M.
    Financial Planner
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  • Stylized image of a person
    C. M.
    Executive Assistant
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Contact profiles from Lakeside Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. L.
    Partner / Senior Financial Planner
    Phone icon
    Oct 24, 2025
  • Stylized image of a person
    R. H.
    Owner
    Phone icon
    AustraliaVictoria
    Aug 06, 2025
  • Stylized image of a person
    S. B.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. G.
    Head Of Accounting Services
    Phone icon
    AustraliaVictoria
    Aug 03, 2025
  • Stylized image of a person
    M. D.
    Sales Manager
    Phone icon
    Sep 10, 2025
  • Stylized image of a person
    C. W.
    Marketing And Business Development Manager
    Phone icon
    Nov 13, 2025
  • Stylized image of a person
    K. M.
    Financial Planner
    Phone icon
    United StatesMassachusetts
    Oct 24, 2025
  • Stylized image of a person
    C. M.
    Executive Assistant
    Phone icon
    PhilippinesCentral Visayas
    Feb 26, 2024
  • Stylized image of a person
    K. K.
    Paraplanner
    Phone icon
    AustraliaVictoria
    Sep 19, 2024
  • Stylized image of a person
    K. L. Q.
    Executive Management Assistant
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    Philippines
    Aug 02, 2024

Frequently Asked Questions

What is Lakeside Financial known for?

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Lakeside Financial was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 429 Bay St, Suite 201 Brighton, Victoria 3186, AU. Explore Lakeside Financial's company overview page for more information.

What is Lakeside Financial's most common email format?

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Lakeside Financial employees' email format typically follows the pattern of . 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?

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Lakeside Financial has approximately 21 employees as of October 2025. These team members are located across 3 continents, including OceaniaNorth AmericaAsia.

Who are Lakeside Financial's key employees and leadership?

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As of October 2025, Lakeside Financial's key employees include:

  • Head Of Accounting Services: M. G.
  • Partner / Senior Financial Planner: A. L.
  • Owner: R. H.
  • Owner: S. B.
  • Sales Manager: M. D.

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