Ian is a highly experienced practitioner in the field of financial planning and wealth management with over 20 years experience supporting Australian business owners, individuals and families.
Sub-authorised Representative 245287.
James is a qualified and highly experienced financial planner who has spent the last 15 years dedicated to creating and protecting wealth for business owners, individuals and private families across Australia.
Sub-authorised Representative 291041.
Neil is a qualified paraplanner who ensures the day to day activities of Lantern Advisory are handled in an efficient manner. He prepares statements of advice and proactively supports the administrative requirements of all client matters.
Neil has a Bachelor in Business and Finance (England), a Diploma in Financial Planning and has recently undertaken his Advanced Diploma in Financial Planning.
In addition to financial planning and taxation services, Ian, James and Neil have a reliable network of professional partners who can support clients with high quality financial, legal and banking services.
Lantern Advisory Pty Ltd Corporate Advisory Number 440584.