Lakeside Financial Employee Directory

Financial ServicesVictoria, Australia11-50 Employees

Lakeside Financial is a boutique financial services firm based in Brighton, Victoria. It provides specialist advice across discrete disciplines, including personal risk insurance, lending, financial planning, wills and estate planning, and accounting. The firm emphasises a holistic approach, coordinating these services to help individuals and businesses grow and protect their wealth through multiple pathways to financial security. The structure relies on dedicated professionals in each area to ensure focused, expert guidance.

Founded by Ross Hennig more than twenty years ago, Lakeside Financial operates under the Pareto Group licence for financial planning, superannuation, investment, and personal risk insurance, while other Lakeside professionals handle lending, wills and estate planning, and accounting. The practice serves clients in Australia, positioning itself as a specialized, multi-discipline advisory firm within the financial services industry.

Find Lakeside Financial employees' phone numbers or email addresses

Lakeside Financial Global Highlights

Location
Employees

Oceania
21

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  • Australia
    21

North America
6

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  • United States Of America
    5
  • Canada
    1

Asia
1

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  • Philippines
    1

Lakeside Financial's Leadership

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    M. G.
    Head Of Accounting Services
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    R. H.
    Owner
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    S. B.
    Owner
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    M. D.
    Sales Manager
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    C. W.
    Marketing And Business Development Manager
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    E. Z.
    Manager
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    K. M.
    Financial Planner
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    C. M.
    Executive Assistant
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Lakeside Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Community & Social Services
  • Entrepreneurship
  • Other
  • Finance
  • Support

Contact profiles from Lakeside Financial

Name
Title
Contact Info
Location
Last Update
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    A. W.
    Insurance Underwriter
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    Mar 11, 2026

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 Street Suite 201 Brighton, Victoria Australia. 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 24 employees as of May 2026. 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 May 2026, Lakeside Financial's key employees include:

  • Head Of Accounting Services: M. G.
  • Owner: R. H.
  • Owner: S. B.
  • Sales Manager: M. D.
  • Marketing And Business Development Manager: C. W.

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