Lonsdale & IOOF Alliances Conference Award Winners 2018

Lonsdale names 2018 award winners

Lonsdale Financial Group (Lonsdale) announces its financial planner and practice awards for 2018. The highest individual honor, ‘Financial Planner of the Year’ went to Penny Easter of New South Wales-based, Elite Financial Management. While the ‘Practice of the Year Award’ was clinched by financial planning business, Midsec from Parkside, SA.

The Lonsdale awards acknowledges individuals and practices that deliver exceptional advice, invest in professional development, and show a commitment to clients through different financial life stages.

Judging criteria for Lonsdale’s awards includes detailed assessments of business productivity, compliance audit ratings, professionalism, education and industry participation.

Mark Stephen, CEO of Lonsdale said, “Congratulations to all our award winners this year. These awards are an opportunity for us to recognize the dedication, quality and exceptional professionalism within the group. We’re delighted for all winners and finalists and congratulate them on their outstanding achievements.”

Announced in November at the Lonsdale and IOOF Alliances Annual Conference in Hong Kong, the 2018 Lonsdale award winners are:

Award

Winner

Financial Planner of the Year Award

Penny Easter

Elite Financial Management

(Newcastle, NSW)

Practice of the Year Award

Midsec

(Parkside, SA)

Innovator of the Year

Capital Focused

(Brisbane, QLD)

Future Leaders Award

Lucy Hateley
Red Lion Advisory

(Quarry Hill, VIC)

Brian Murray Community Spirit Award

Lindsay Garnock

Boyce Financial Services

(Wagga Wagga, NSW)

IOOF/Lonsdale Excellence in Risk

Naomi Rosenthal
Professional Wealth Services

(Melbourne, VIC)

Lonsdale Financial Group Ltd is part of the IOOF group.