Associate - Lonsdale Financial Group Limited

Lonsdale Financial Group Limited (Lonsdale) is the premier dealer group for financial planners operating out of accounting firms, supporting a network of over 90 financial planning practices and over 200 financial planners nationally. Since 1985, Lonsdale has attracted qualified financial planners and accountants with extensive industry experience to the network.

Lonsdale’s Strength

Lonsdale has laid the foundation for our network to do what they do best – provide great financial planning advice and service to their clients.

Lonsdale provides the tools and structure for financial planners to manage their business effectively.  Some of these solutions are:

• proven business improvement strategies
• an accessible and proactive compliance team
• customer centric financial planning
• insurance and debt software
• dedicated insurance and debt solutions
• comprehensive research
• experienced business managers
• strategic and technical training and education.

These core services ensure the firms within our network operate professionally.

Lonsdale works to foster an open, community network that is enjoyed and valued by our Associates.  By creating opportunities for each of our Associates to network and share ideas we gain valuable feedback and really listen to our network.  Real examples of this are our Chairman’s and Executive Councils forums for our Associates to share ideas, concepts, strategies and business issues.

As one of Australia’s first full service dealer groups, Lonsdale understands what Financial Planners need and desire from their Dealer Group and delivers it to our network.  These needs and desires are:

• Assistance with the growth, management, enhancement and ultimate exit of their businesses;
• To have a properly organised set of systems and procedures that are fully documented to provide both business success and lifestyle; and
• To continue to actively seek out the latest and best solutions for our network.

If you’re interested in join a network of like minded professional Financial Planners on the fast track to success, call Kon Costas, National Manager Network Development today on 03 9916 6301 or 0407 365 773.

Visit the Lonsdale website http://www.lonsdale.com.au/