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.
As one of Australia's first full service dealer groups, Lonsdale has extensive experience in working with Accounting and aligned Financial Planning practices, so they understand what financial planners need and desire from their dealer group.
The Lonsdale Community is committed to:
- Customer focus and service excellence
- Flexibility and organisational simplicity, not bureaucracy
- Encourage sharing and mentoring with the network
- Proactive compliance providing regulatory guidance
- Comprehensive and current managed fund, risk insurance and share research services
- Scale benefits means increased buying benefits, however small enough to understand each individual business
- Experienced Business Managers and a proven practice development program
- Strong culture of education and training and a focus on strategy, not product
- Comprehensive, efficient financial planning software
- Strong management team who understands financial planning and are active in the inudstry