Michael Lanteri

Lanteri Partners Financial Management Pty Ltd

Platinum
30 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Lanteri Partners Financial Management Pty Ltd

Ground Floor, 1 Collins Street
Melbourne, VIC 3000

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 22
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualification
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Lanteri Partners Financial Management Pty Ltd

AFSL 239127

4.80
22 Reviews
5
4
3
2
1
4.95
Clear communication
4.70
Knowledge & expertise
4.95
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"Michael gave me superb advice which setup my successful retirement strategy. I would recommend Michael and Lanteri Partners to anyone looking for financial advice and associated services."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael and the Lanteri team are very professional. We have found their suite of offerings and advice to be of high quality. I would recommend them for aspiring professionals as well as people looking to estate plan or transition to retirement."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Michael and Lanteri partners have been my advisors now for some years. They have advised me on how best to manage my Super fund along with ensuring compliance is up to date and they have provided Taxation advise and services. I am very confidernt with all advice given and their investment strategies."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael and his team have given me highly valuable advice regarding investment properties, budgeting and superannuation. I have always felt that things are explained clearly and on any of the more complex matters time is taken to ensure each detail is understood. I am pleased with the quick response from Michael and his team each time I have a query or advice needed, the knowledge and experience is right for my needs."

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

"Michael has given me advice across a wide spectrum of financial matters including extensive guidance through several expatriate postings. Over more than 20 years Michael's advice has lead to me building a secure and comfortable retirement. During challenging times Michael was immediately available to provide guidance and resources to assist. I would happily recommend Michael to anyone seeking to build a secure financial future."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Michael maintains regular contact with me and is able to clearly understand our goals. He is easily reachable and provides very timely replies to any questions posed by us. he displays a genuine interest in my wife and I and our interests in life and well as our children and their achievements. His advise has always allowed us to achieve our goals."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been using Michael at Lanteri's now for quite some time. There is no doubt with their advice which we have followed meticulously, we are in a far better position now then we would have ever been. Highly recommend."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with Lanteri Partners for many years and have always found Michael and his staff very professional, knowledgeable and up to date from buying a property, superannuation and now retirement details. With our many questions, Lanteri Partners always get back to us on the same day which we really appreciate. Keep up the good work! Regards Ian & Gillian Walton"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I wish that I had contacted Michael much sooner than I did. His advice has helped us considerably in plan ing for our retirement, but as with all investment services the longer you are following a clearly defined plan the better the final outcome. Unfortunately I did not take advantage of his services soon enough, however the outcome has been much better than I expected."

  • Superannuation
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael and his extremely knowledgable and proactive team have guided my wife and I through the areas of self-managed super funds and property investment, amongst other financial strategies, for well over 10 years. His knowledge and experience has always been highly valued and steered us in the right direction. Most importantly he has delivered on his promise of helping time-poor busy professionals taking care of their personal finances."

  • 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
Showing reviews 1—10 of 22

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

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

Qualifications & Training

Chartered Tax Adviser (CTA)

Level
0 - Training / Exam / Other
Institution
The Tax Institute (prev Taxation Institute of Australia)
Completed
2012

Bachelor of Laws

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1983

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1981

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Member

Law Institute Victoria (LIV)

Membership type
Associate

The Tax Institute

Membership type
Chartered Tax Adviser
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Michael's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Michael able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Michael's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Michael to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Michael?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Michael provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Michael may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Michael Lanteri
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens