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Lonsdale Financial Group Limited

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Lonsdale Financial Group Limited

Overview:

Founded in 1985 as one of the first full service dealer groups, Lonsdale has grown to a network of over 100 wealth management practices. With its roots firmly in the accounting sector, Lonsdale works closely with each of its Associates to maximise the profit potential of their individual businesses and position them for the future.

Lonsdale Associates (financial advisers) are required to undertake ongoing professional development and training and provide their clients with a full range of financial planning services. This includes developing wealth creation strategies such as investments (through direct shares and managed funds), retirement planning, superannuation, taxation, insurance, estate planning, mortgage and lending services and personal insurance.

Lonsdale is a dealer group that delivers what advisers need to run a successful business. Our experience highlights that the four primary requirements sought from our Associates are:
Assistance with the growth, management, enhancement and ultimate exit of their businesses
To have a properly organised set of systems and procedures that are fully documented to provide both business success and lifestyle
To continue to actively seek out the latest and best solutions for our network
Increased adviser profitability by outsourcing support services to proven suppliers and leveraging from group buying power

Lonsdale is more than a dealer group - as a Lonsdale Associate you are part of a network that understands your business and nurtures growth. Being part of Lonsdale you will benefit from professional business management, disciplined research, technology, an accessible, proactive compliance department and a like minded, community network.

Lonsdale Financial Group Limited (ABN 76 006 637 225) is a wholly owned subsidiary of ASX listed DKN Financial Group Limited (DKN).

Wrap Account Limited (Wrap) is also a wholly owned subsidiary of DKN. DKN owned or affiliated products, such as Wrap, may be included on Lonsdale's Approved Product List. Zurich Financial Services is a minority shareholder of DKN and therefore is affiliated with Lonsdale.

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