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Showing 11 - 20 of 29 results for "Lonsdale Financial Group"

Avenue joins Lonsdale

ALEX DUNNIN  |  MONDAY, 2 JUL 2012
Adviser group Avenue Capital Management will join IOOF's Lonsdale Financial group, cementing the conglomerate's place well inside the industry's top 10. The agreement to join Lonsdale adds 30 adviser to their stable, bringing their combined numbers ...

Butterworth to leave DKN

ELISE BURGESS  |  THURSDAY, 20 OCT 2011
... including its 2007 acquisition of the Lonsdale Financial. Replacing Butterworth is current chief executive of Lonsdale Financial Group, Mario Modica, who will report directly to the managing director, Christopher Kelaher and join IOOF's Leadership Group. ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... Financial Services, Genesys Wealth Advisers, Aon Hewitt Financial Advice, Suncorp Financial Planning, Lonsdale Financial Group, Infocus Money Management, Consultum Financial Advisers, Industry Fund Financial Planning and Capstone Financial Planning. ...

DKN acquires 25pc in Godfrey Pembroke firm

ELISE BURGESS  |  FRIDAY, 10 JUN 2011
... firms, with Sydney-based StrategyOne recently appointed authorised representative of the dealer group Lonsdale Financial Group, which was acquired by DKN in 2007. "We are actively looking for new firms to join under our Lonsdale licensing arrangements," ...

Count buys DKN stake

MICHAEL HOBBS  |  FRIDAY, 5 FEB 2010
... accounting and financial planning companies, BMG Partners and BMG Financial Planning - both associates of Lonsdale Financial Group. This deal represented the first equity investment made by DKN in a Lonsdale practice since the merger of DKN and Lonsdale ...

DKN buys BMG stake

COMPANY RELEASE  |  FRIDAY, 22 JAN 2010
... Financial Group has bought a 32 per cent stake in BMG Partners and BMG Financial Planning, a long-term Lonsdale Financial Group associate. This is the first equity investment made by DKN in a Lonsdale practice since the merger of DKN and Lonsdale Financial ...

Lonsdale provides practice tools

COMPANY RELEASE  |  MONDAY, 6 APR 2009
Lonsdale Financial Group has launched a new practice management tool to help the group's financial planners to make their businesses more efficient and improve their overall service to clients. The group's practice management division, Catalyst Strategic ...

DKN Financial FUA falls 26pc

COMPANY RELEASE  |  MONDAY, 16 FEB 2009
... given the current environment." This is the first full interim reporting period since the merger with Lonsdale Financial Group and Wrap Account Limited. The report said group's results "vindicated" the DKN Financial Group's decision to merge with Lonsdale. ...

DKN buys stake in UPA

Yet to finalise its deal with Lonsdale Financial Group, DKN continues on with its expansion plan when it bought a minority stake in UPA Financial Solutions. Operating for more than 25 years, UPA brings together accountants, solicitors and business brokers ...

Lonsdale rejects Count offer

Dealer group Lonsdale Financial Group has rejected the unsolicited offer by Count Financial, less than a month after Count announced its intentions to counter the offer from DKN. The Lonsdale board has said they are already in advanced and ongoing discussions ...