Lana Curmi

With nearly 2 decades of experience in financial planning and wealth management, Lana is a seasoned Senior Financial Adviser dedicated to helping individuals and families achieve their financial goals.

Lana is a Certified Financial Planner (CFP) who specializes in pre and post retirement planning, self-managed super fund advice, wealth creation, wealth protection and investment management.

Lana’s expertise spans working with both high-net-worth clients and those at different stages of their financial journey, guiding them through market volatility, complex financial decisions and long-term financial planning. Taking a holistic approach, Lana provides tailored solutions to align with each client’s unique financial situation and aspirations.

Lana is an Authorised Representative of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.