HISTORY
The business origins date back to June 1989 when Peter Lanham established an accounting practice, known as Peter C Lanham and Co., and integrating tax accounting and financial planning advice.

The establishment of financial planning business was one of the first in Australia to operate as a dual accounting practice. Over the following years the business grew its focus on financial planning advice and over a period of time the traditional accounting work was passed on to other local accountants.

The business operated through a licence to large dealerships and in April 2000 obtained its own Dealers Licence. The licence was re-issued in August 2002 under the Financial Service Reform and Lanham became one of the first licence holders in Australia to make the transition to the new regime.

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