Bobby Ho

Wealth Management

1 Sept

*Senior Financial Adviser – Financial Planning & Superannuation*

With an impressive 17+ year career in Finance, including 13 years at Lanteri and a distinguished 6-year tenure as a Senior Financial Adviser, Bobby brings a wealth of knowledge and expertise in financial planning and superannuation. His relentless pursuit of excellence and dedication to providing tailored and impactful financial solutions have made him a seasoned expert in his field.

Bobby excels in crafting comprehensive financial plans and utilising strategic problem-solving skills to guide a diverse range of clients, including high-net-worth individuals and small business owners, toward their financial goals. His notable achievements include instrumental contributions to LFS achieving 'Quality Advice Firm' status and ranking among the top 20 firms within the AXA Group. Bobby's impactful role also led to LFS winning the IPAC Founders Cup 08/09 for the highest sales within the AXA Group in a financial year. With high academic achievements, affiliations with the SMSF Association, and active participation in conferences such as TAG Super and Advisor Big Day Out, Bobby is an invaluable asset to the Lanteri Partners team and a trusted partner in financial success.

In his spare time, Bobby enjoys his time outdoors, fishing and walking while indoors, he loves to cook for his friends and family. On weekends, he indulges in his passion for Italian football and loves to travel whenever he can.

Qualifications