Privately Owned

Lanham Financial Advisory Pty. Limited is one of only a few privately owned financial planning practices in the southern suburbs of Sydney. This means that we are truly able to represent our clients’ interests – we are not part of, owned by, or accountable to any bank financial institution.

While our business started as an accounting firm in 1989 we have specialised in Financial Planning since 1993 and, since 2000, held our own Australian Financial Services Licence (issued by the Australian Securities and Investment Commission).

Peter Lanham, the founder of the business, began his career in Chartered Accounting in 1982 and throughout the 1980s specialised in superannuation funds – the accounting, audit, taxation management and investment of each fund’s assets.

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