Founded by Michael Lanteri over 30 years ago, the Lanteri Partners Group has grown to become a trusted Wealth Manager servicing a wide range of clients across Australia & overseas. Over the years, Michael has masterfully transitioned the spotlight from himself to the skillful Lanteri team and the vibrant culture we’ve cultivated.
Today, our company operates autonomously through a unified vision that embodies our core values: intellectual expertise, seamless teamwork, genuine care, and a turnkey approach to serving our clients. The team at Lanteri prioritises continuity, nurturing both our established philosophy and the enduring legacy of our still very much active founder.
Lanteri Partners Group was formed 30 years ago, in an effort to help people live and retire well using tailored financial services. Today, the company offers services across financial planning, accounting and taxation, property and equities investment, superannuation and retirement planning, estate planning, business advice, personal and business finance and expat services. The company prides itself on building lifelong relationships with our clients by developing a deep understanding of their lifestyles and goals.
With over 15 years experience in financial markets, Tarik is a dedicated member of our Funds Management team and Senior Portfolio Manager at Lanteri Partners. In recent years Tarik has evolved into the central figure behind the Medici Invest brand, bringing a wealth of expertise and commitment to the entire project. He holds a Bachelor of Business in Economics, Diploma of Financial Planning, and a Professional Diploma in Stockbroking.
As a key member of the investment team at Lanteri, Tarik is unwavering in his commitment to surpassing our clients’ expectations. His primary focus is on crafting and executing effective investment strategies that optimise returns.
Tarik’s journey exemplifies his unwavering commitment to Medici Invest and its mission of providing exceptional financial solutions and services to a diverse client base.
As the Co-Chief Executive Officer at Lanteri Partners Group, Joseph engages with every aspect of the business, spanning financial planning, investment, taxation, accounting, and banking.
Joseph’s role involves close collaboration with clients, guiding them through the intricacies of the financial planning process. He conducts thorough analyses of their unique financial situations, crafts and implements comprehensive plans, and consistently monitors and reviews the outcomes.
Joseph firmly believes that financial planning is an ongoing journey, necessitating meticulous planning, diligent execution, continuous monitoring, and periodic reassessment. Joseph eagerly anticipates the opportunity to integrate the wealth of skills acquired throughout his career to benefit a broader online community.
With nearly two decades of experience in wealth management, financial planning, superannuation and retirement planning, and property, Bobby Ho plays an integral role within the Lanteri Partners team. He holds a Bachelor of Business in Commerce, CPA accreditation, and is an accredited SMSF Association Specialist.
He works closely with clients, expertly guiding them through the intricacies of financial planning while ensuring that they comprehensively understand recommendations.
With an impressive tenure dating back to 2007 in the financial services industry, Bobby has honed his expertise, specialising in financial planning and superannuation.
As a voting member of the investment committee, Bobby’s experience and commitment are invaluable assets to the portfolios at Medici Invest.
Serving as an integral part of the Lanteri Partners Funds Management team, Sean brings a wealth of experience in investment. With a Bachelor of Commerce from the University of Melbourne, Sean’s background includes roles at Bell Potter Securities further enriched by his significant contributions in financial planning and strategy development in 2022, marking a pivotal stage in his career within the financial services sector.
At Lanteri, Sean is dedicated to navigating clients through the complexities of investment management. His approach combines thorough analysis with strategic planning and execution, ensuring clients’ financial goals are met and their investments are carefully managed.
Sean’s commitment to continuous improvement and client success is a testament to his professional ethos, aiming to extend his impact to a broader range of investors within the Lanteri Partners ecosystem.
Medici Invest is a new online solution by the Lanteri Partners group. It was established to extend our expertise to individuals across Australia, assisting them in building wealth and attaining financial freedom. After the success of Lanteri Partners Group, we wanted to find a way to leverage this expertise and share our knowledge with the rest of the country.
With a wide range of investment portfolio types and a full-time dedicated investment management team , Medici Invest has the skills, resources, and experience to help our clients achieve their financial goals.
Now meet the team behind the Medici Invest platform.
Melbourne
Melbourne
Medici Invest is distributed by Lanteri Partners Financial Management Pty Ltd (ACN 060 748 594, AFSL 239 127) and administered by OpenInvest Limited (ACN 614 587 183) via the OpenInvest Portfolio Service (ARSN 628 156 052). This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available in the Medici Invest portal under Key Documents. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.
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