Established in 1988, Lakeside Financial Planners is a professional financial planning services firm located in Norwest Business Park at Baulkham Hills, Sydney.
Founded by Gerry Power, Gerry’s vision was to create a financial planning firm that was focused on people. Gerry looked to build a firm that people could trust with their finances, providing confidence and peace of mind to all customers. Focusing on finding caring, friendly and well educated staff, Lakeside grew to include Clae Molloy in 1999 and he became a partner in 2002.
Since then Lakeside has focused on providing you with the means to design, manage and protect your financial future.
At Lakeside, you will find a friendly team of dedicated professionals ready to help you. We will always act with complete honesty, integrity and in your best interests. Our Advisers are all qualified and authorised to give advice and take this responsibility very seriously.
Lakeside is proud to be a member firm of Matrix Planning Solutions Limited, Australian Financial Services Licensee No. 238256.
To view the Matrix Financial Services Guide and Credit Guide or the Lakeside Adviser Profiles, click here