Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 27 results for "Lonsdale Financial Group"

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... licensee will depart the group, as the impacts of the company's wealth restructure continues to be felt. Lonsdale Financial Group chief executive Mark Stephen will depart at the end of the month. The move comes after Milennium3, Lonsdale and IOOF Alliances ...

How much a self-licensee spends on compliance

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... need two to three authorised representatives to break even on the cost. Docker's view was shared by Lonsdale Financial Group chief executive Mark Stephen. His dealer group has 220 advisers and 60 self-licensed planners. "Roughly 20 to 30% of an adviser's ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
A former Millennium 3 and Lonsdale Financial Group financial adviser was banned for seven years for personally using client funds. Glenn William Connor was banned by ASIC after it found that he had used clients' assets as security for a margin loan ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... IOOF-aligned dealer group is introducing a new managed discretionary account service to its adviser network. Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The solution ...

Lonsdale recognises exceptional advice

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Lonsdale Financial Group has announced the recipients of its 2016 financial planner and practice awards. Financial Planner of the Year was awarded to Peter Fry of Fry Financial Services in Ringwood Victoria, while Practice of the Year was awarded to ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
Premium Wealth Management has appointed former Lonsdale Financial Group Justin Viney as head of network development. Viney's key brief will be to interact with accounting firms seeking to broaden their financial planning offering. He was previously ...

Bombora signs first partner, signals more expansion

ALICE URIBE  |  WEDNESDAY, 11 SEP 2013
... build a boutique dealer group via managed expansion. CRA made the move to Bombora from previous licensee Lonsdale Financial Group. In welcoming CRA as Bombora's first signing, Handley: said "word-of-mouth and a sound, non-aligned boutique business model ...

WHK appoints SMSF head

MARK SMITH  |  THURSDAY, 21 FEB 2013
... financial services and accounting companies. Prior to that, Salmon was a business consultant at DKN - Lonsdale Financial Group, a partner at Shirlaws Global Management Consultancy and chief executive and head of strategy at The Strategist Group. She ...

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. ...
PAGE:
1
PREVIOUS
NEXT