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Search ResultsShowing 71 - 80 of 83 results for "Lonsdale"
Aviva creates new unit to beef up distribution
... a business development manager for Aviva for nearly two years and was previously national insurance manager with the Lonsdale financial group. Aviva has recruited nine additional business development managers since the start of the year. Group general ...
Bellwether brings on board head of research
... almost 20 years industry experience, previously employed as a resource analyst, strategist and model portfolio manager at Lonsdale Securities, now Lonsec. He has also held positions with Australian Equity Research and National Mutual Funds Management ...
Lonsdale close to 110-planner target, adds risk specialists
Lonsdale Financial Group is on its way to becoming a 110-strong network of financial planning practices in two to three years thanks to its recent spate of additions. "We're pretty close to 80 financial planner firms and there are about 174 advisers ...
Lonsdale plan ahead with PlanTech
Lonsdale Financial Group is the first Australian group to use the newly updated PlanTech risk research software, to be installed across its offices nationally. Mario Modica, CEO of Lonsdale said, "The move to PlanTech has been a considered decision. ...
Lonsdale appoints finance manager
Lonsdale Financial Group has appointed a new Finance Manager. Graeme Porter steps into the role and will help develop and grow the group's finance lending arm, Lonsdale Finance Choice. He has held similar roles in the past including as finance broker ...
Power of one through MLIM customised portfolios
... says they will expand this range further. 'Customised Portfolio Service' is available through financial planners with Lonsdale Financial Group, Epic Adviser Solutions and Tolhurst Noall among those who have signed up. "There is no minimum [contribution] ...
Demand for reverse mortgage on the rise
After a three-month long search and consultation, financial advisory group Lonsdale has appointed three reverse mortgage providers: Bluestone Equity Release, Macquarie and OFM Investment Group to team up with its network of 170 financial advisers. Lonsdale's ...
Wealthtrac appoints Head of Distribution
... advisor, so if they were just a lone advisor they don't get the support required." Johnson, formerly a representative of Lonsdale Financial Group, will work with the group, focusing on and its range of platform products, servicing the independent dealer ...
Lonsdale enters the mortgage broker market
Lonsdale Financial Group (Lonsdale) will now provide mortgage broking solutions to its advisers through a deal with National Mortgage Brokers (NMB). The new agreement will mean a new business for Lonsdale called Lonsdale Finance Choice (LFC). Lonsdale ...
Lonsdale reaches $1 billion mark
Lonsdale Financial Group has hit $1 billion in funds under advice for the Zurich owned, BT badged administration platform, Wrap Account at least three months ahead of schedule. Lonsdale was not expecting the milestone to be passed until October this ...
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