Wealth, Strategy, Investments, Asset Protection - 5 min read
Lana enjoys building relationships with clients and guiding them toward their business and personal goals. Her expertise lies in financial and tax needs for high net wealth, professionals and SMEs.
Lana loves good food, particularly desserts. When a challenging dessert turns out perfectly, it makes all the hours of testing and refining recipes worthwhile. It always put a smile on her face seeing the blissfully content look on people’s faces when they eat a delicious dessert.
Lana enjoys building relationships with clients and guiding them toward their business and personal goals. Her expertise lies in financial and tax needs for high net wealth, professionals and SMEs.
As a Senior Client Adviser, Lana works with a wide range of clients to assist them with their business and tax affairs. She's also responsible for coaching a team of aspiring professionals in delivering quality advice to clients.
Lana's specialist expertise lies in financial and tax needs of high net wealth executives and families, professionals and SMEs, so our clients can focus their attention on what they do best. She enjoys building relationships with clients and guiding them toward their business and personal goals.
On a personal level, Lana loves good food. You’ll often find her trying new restaurants and a range of different cuisines. She also enjoys baking – testing and refining recipes. When a challenging dessert turns out perfectly, it makes all the hours of slaving away in the kitchen worthwhile. It always put a smile on her face when she sees the blissfully content look on people’s faces when they eat a delicious dessert.
Wealth, Strategy, Investments, Asset Protection - 5 min read
At any stage of life, the ultimate goal of investment is to minimise risk and maximise return. Right? 'I suppose, but it's easier said than done.', yo...
Wealth, Strategy, Growth, Investments, Budget - 9 min read
So you want to invest and start trading in the finance world, get yourself armed with the proper knowledge, and you can do just that––successfully. A ...
20 questions every business owner should answer.
© 2022 Altus Financial, All rights reserved.
Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).