Associate Login

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Join Lonsdale

Lonsdale is more than a dealer group - as a Lonsdale Associate you are part of a network that understands your business and nurtures growth. 

Practice development, leading technology, profitability, professionalism and a community network, are all benefits of operating as part of the Lonsdale network.

Lonsdale has a national team of dedicated Business Managers and Senior Management who understand your business. The teams combined experience includes practical experience in running their own financial planning firms, coaching financial planning businesses over many years and each member of the team holds financial planning qualifications.

Strategic planning support through the Lonsdale practice development programme allows you to choose from a number of services to support and grow your business.

The right dealer for you

Lonsdale appreciates that not all financial planning businesses are the same. As a Lonsdale Associate you will have a solid foundation, plus flexibility and options. Flexibility in building 'your' brand in your name and options on how you wish to charge for your services.

Partnering with the right dealer means having the resources to establish your business vision while being backed up by great support. Lonsdale allows you time to do what you do best - financial planning.

Your dealer should be proactive, grow with you, lead through innovation and provide value added support.

Our Associate support is based around four key areas:

  • Dedicated Business Management Support
  • Catalyst Business Improvement Program for Financial Planners
  • Dedicated Compliance Support
  • Customised Software for Financial Advisers
  • Marketing and Communications Support

 

 Our service to Associates is based around two key assumptions:

  • You require assistance with the growth, management and ultimately the exit of your businesses
  • To be really effective, you require systems and procedures that are efficient and effective


Whilst these services should be offered by every dealer group, few offer real value and the ability to grow your business with true proven support and in the direction you choose.

Lonsdale's roots are well and truly in the accounting community, having been formed out of an accounting business in Geelong some 25 years ago. This grounding has ensured that we develop our business around the needs of accounting firms in the first instance, and SMSFs are therefore a clear focus of our network.

Core Services

 

More Information

To find out more about Lonsdale or how to join the Lonsdale Community, contact Mark Stephen on the details listed below or complete the online enquiry form.

Mark Stephen, Chief Executive Officer

(03) 9916 6318 
Mobile: 0421 055 159
Email: mstephen@lonsdale.com.au

Enquire about joining Lonsdale

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