Lonsdale Business Management Team

Mark Stephen, General Manager - Associate Services

Mark joined the team in 2010 and is based in Lonsdale's Head Office in Melbourne. Mark is responsible for the leadership of the Business Development team as well as designing, implementing and managing the successful delivery of Associate services and the Catalyst business solutions across the LFG network and communities.

Mark has over twenty years experience in the Financial Planning industry, having commenced as an adviser with AMP before moving into management roles in practice development, business coaching and other senior project work. He left AMP in 2000 to establish the AFSL and Financial Planning dealership at Australian Unity and assumed the role of RM as well as National Planner Development Manager.

Prior to joining Lonsdale, he spent six years with Bridges Personal Investment Services, part of the Australian Wealth Management / IOOF Group in various capacities, including National Manager Network Development, and more recently as Head of Practice Development. 

 

Elizabeth Walsh, Business Manager - (Victoria / South Australia)

Elizabeth (Libby) joined Lonsdale in 2010 and carries six years experience within the Financial Services Industry.

Libby began her career in Corporate Finance at Holden before embarking in to the Financial Services industry. Prior to working at Lonsdale, Libby worked for four years at Russell Investments as both a Business Development Manager in Sydney and a Business Development Associate in Melbourne. She has also worked at Advance Asset Management as a Client Relationship Consultant, and at an AMP Financial Planning practice as a Relationship Manager.

Libby holds a Bachelor of Commerce/Bachelor of Science, a Graduate Certificate in Financial Planning and is currently completing an Advanced Diploma in Financial Planning.

 

Julia Skull, 
Business Manager - (New South Wales / Queensland)

Julia joined Lonsdale in January 2008 after eight years with boutique Financial Planning group; Thornton Group (Australia) Pty Ltd an equity partner of DKN Financial Group. During this time her roles included Paraplanner and Practice Manager of the group.

Her experience covers all areas of practice management and development ranging from compliance and corporate governance, operations (business process and systems), human resources and recruitment and business and strategic planning.

Julia holds a Bachelor of Business - Administrative Management, a Master of Business Administration (MBA) and the Diploma of Financial Services.

Justin Viney, Senior Business Manager - (New South Wales / Queensland)

Justin is a Senior Business Manager with Lonsdale having been with group for four years. Prior to Lonsdale, Justin successfully built financial planning firms with Apogee and Count.

Justin began his career in the accounting profession and has worked in public practice and commercial roles. He then moved into financial planning within accountancy practices. Having owned his own accountancy practice and being an experienced financial planner, Justin understands the challenges faced by practitioners and also knows what is required to create superior financial planning practices. As a business coach, he is committed to assisting his associates reach their full potential.

Justin is a Certified Practicing Accountant (FCPA), a qualified financial planner (AFPA), (FFIN), having completed his post graduate diploma in financial planning and a Fellow of the Institute of Company Directors (FAICD).