Joseph Lanteri

Lanteri Partners Financial Management Pty Ltd

Gold
10 Yrs Experience
Melbourne, VIC 3000
 It is great to be part of a dynamic, skilled and customer-focused team at Lanteri, and work with a diverse range of clients to achieve their wealth creation objectives! Please visit our website to book into a free seminar information seminar to find out if our services can benefit you! www.lanteri.com.au/seminars/

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 14
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Professional Accounting
  • Language spoken
    • English

Lanteri Partners Financial Management Pty Ltd

Ground Floor, 1 Collins Street
Melbourne, VIC 3000

Licensed by

Lanteri Partners Financial Management Pty Ltd

AFSL 239127

4.75
14 Reviews
5
4
3
2
1
4.80
Clear communication
4.55
Knowledge & expertise
4.80
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Joseph has given me advice in superannuation, tax, loans, and property investment. Josephs wide array of knowledge and experience meant he was able to full explain in extensive details about all the products and services available in layman's terms so I fully understood everything that was being discussed. I feel very comfortable and and confident in the advice given me to be by Joseph and highly recommend the services he has provided me."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Trust is critical in a financial adviser/client relationship, and must be underpinned by integrity, professionalism, courtesy and respect. Joseph imbues and develops these things in each interaction, thus contributing to the building of a trusting relationship where my goals and circumstances are understood and appropriately responded to. Importantly, Joseph listens: from this simple but profoundly important act, considered and tailored advice flows, encapsulated always in deep courtesy and kind regard."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We found Joseph to be a pleasure to work with, and he provided advice that considered our family's needs both in terms of our short term requirements and long term aspirations. We found Joseph's demeanor to be very professional, and his approach to his work thorough and attentive. We highly recommend Joseph and the services of Lanteri Partners, and are confident they will continue to provide us with excellent, honest advice."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Joseph has arranged comprehensive mgmt if my portfolio with a view to meeting my life objectives. Extremely happy and easy with timely responses at all times."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joesph has been an amazing and help for me managing my investment property and managing my personal incomes. He had always provided excellence service and is very knowledgable and understanding of my situation. I have always been very confident with his very personal and honest approach in the decsions we made. Would highly recommend Joseph."

  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Joseph is a person I have full confidence in. I trust him when making decisions about my financial affairs. Our meetings are never rushed, always to the point and his opinions seem well researched and balanced. They always take into account my risk profile and his comments and feedback to my queries are respectful and considered. If detailed information is needed during our meeting he readily acknowledges this and arranges for the relevant specialist to attend the meeting. I never make recommendations to any of my family or associates however Joseph is a serious temptation to do so."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joseph has explained any issues to me including investments, managing debt, self managed super funds and shares in a manner that is very clear to the lay person and easily understood. Advice given to me has been excellent and I have no doubt of continuing to receive this same level of service from Joseph in the future."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Joseph has been my financial advisor for over five years. He has provided advice to me on property investment, tax, debt reduction and superannuation. Joseph's advice has always been extremely helpful and accurate."

  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Opinion Services Comment Questions Details Add your review comment Only your first name and postcode are displayed with your review. To help you get started, here's a sample review based on your answers. 'Joseph has given me advice in areas including loan products, self managed super funds and managing debt. Joseph was usually able to explain things to me in a clear way. Through Joseph's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Joseph's full care and attention when I needed it.'"

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joseph has for a long time now given us financial advice, be that Superannuation, investment guidance, tax advice, loan management. We have full confidence in trust in Joseph. Joseph is very patient and takes whatever time is required to ensure we understand and are well informed,. Joseph is always prompt to respond to any questions we have. He has a very caring manner and is a delight to deal with."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASIC RG146

Level
0 - Training / Exam / Other
Institution
Monash University (MON)
Completed
2013

FASEA CPD Course

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2019

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
2016

Master of Professional Accounting

Level
9 - Masters Degree
Institution
Deakin University
Completed
2013

Bachelor of Commerce (Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2007

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Member
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