We are more than a dealer group

As a Lonsdale associate, you become part of a network of like-minded professionals. As a community, we understand your business and our core purpose is to support you in running a profitable and sustainable business so that you can provide exceptional services to your clients. We understand you.

To support the growth, management and ultimately the transfer of your business, you require systems and procedures that are efficient and effective. By partnering with us, you'll have access to the following five key areas of practice support so that you can get on with what you do best – looking after your clients.

  1. Business management support
  2. Catalyst for financial planners program
  3. Compliance support
  4. Customised software
  5. Marketing and communications support

We foster an open community

We work to foster an open community that allows you to share ideas and best practice techniques, discuss issues and solve problems.

Our network comprises of:

  • Financial planners and aligned accountants (authorised representatives, licensed under our AFSL and dealer associates who are self-licensed)
  • IOOF group
  • Corporate partners

The Lonsdale way

We are passionate about making a difference and maximising our associates’ business value.

Our trademark behaviours:

  • We always remember it’s our associates business
  • We challenge the status quo
  • We find a better way
  • We take ownership and deliver on our word
  • We have the courage to have genuine conversations
  • We have genuine care for each other
  • We are respectful and find ways to collaborate
  • We focus on what really matters

We can
help
you