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Lonsdale Celebrates 20th Annual Conference

19th October 2005

Lonsdale Financial Group (Lonsdale) is celebrating its 20th Annual Conference over a four day event in Melbourne from 23 – 26 October 2005.

Lonsdale chief executive officer Mario Modica said the conference will provide their network of 170 advisers with technical support and business growth strategies from leading financial service providers.

“We’re positioned well for 2006 and will be focusing on broadening our lending options for advisers, targeting accounting practices looking to enter financial planning and supporting Lonsdale advisers through technical and practice development.

“A major milestone in 2005 has been reaching the $1 billion mark in FUM in our wrap account – AssetLink, AssetChoice and AssetChoice Essentials.

“We’ve experienced a growth of around 30% of funds held within these platforms in the past 12 months and are aiming to grow this further in 2006,” he said.

Lonsdale Conference Highlights

§ Kieran Dell – Head of reverse mortgage industry body SEQUAL speaks on the opportunities and strategies with reverse mortgages.

§ Are you being served? – A presentation examining the process of handling an ASIC notice if served.

§ Various sessions on the growing market of Estate Planning presented by both financial planners and industry experts.

§ Hedge Funds – Under the Bonnet – Research house Lonsec provides a plain talk session on hedge fund strategies.

Date: 23 – 26 October 2005

Time: RSVP for daytime sessions

Venue: Park Hyatt Melbourne, 1 Parliament Square, Melbourne VIC 3002

Presenter papers: Available upon request

Pictorial: Professional photographer attending. Conference photographs available upon request.

Media queries:

Therase Keating

 

Mint Public Relations

 

Tel: 03 9687 1073

 

Mob: 0400 519 649

 

Financial Planning Association of Australia Ltd - Principal Member
Self Managed Super Fund Professionals' Association of Australia (SPAA) - Gold Sponsor