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Search ResultsShowing 1 - 9 of 9 results for "Mark Stephen"
Dealer group chief departs
ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... 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 were brought together as ...
IOOF fund operations lead departs
JAMIE WILLIAMSON  |  THURSDAY, 22 OCT 2020
... not confirm whether current Consultum chief executive Joe Botte, FSP head Geoff Kellett or Lonsdale chief executive Mark Stephen will remain with the licensees or IOOF.
IOOF names licensee chiefs, acquires platform
JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... not confirm whether current Consultum chief executive Joe Botte, FSP head Geoff Kellett or Lonsdale chief executive Mark Stephen will remain with the licensees or IOOF. Botte has led Consultum for the past eight years, having been promoted from head ...
How much a self-licensee spends on compliance
KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... 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 time - one that ...
IOOF licensee launches MDA solution
JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... and implementation to clients. Centrally managed and actively monitored and maintained, Lonsdale chief executive Mark Stephen said MPS' biggest benefit is that it allows advisers to spend more one-on-one time with clients and less on administrative tasks. ...
Lonsdale recognises exceptional advice
KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... productivity, compliance audit rating, professionalism, education and industry participation. Chief executive of Lonsdale, Mark Stephen said: "These awards recognise the dedication, quality and professionalism of planners within Lonsdale's 120 practices ...
IOOF advice firm jumps ship to Fitzpatricks
LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... and extensive process they decided to join Fitzpatricks. "We really appreciated the support and encouragement of Mark Stephen and his team at Lonsdale, but unfortunately with the acquisition of SFG the planets simply didn't align". IOOF confirmed to ...
Avenue joins Lonsdale
ALEX DUNNIN  |  MONDAY, 2 JUL 2012
... attracted to Lonsdale due to their open architecture and the level of autonomy they entrust in their practices," he said. Mark Stephen, chief executive of Lonsdale, said, "In line with our desire to grow the Lonsdale business through quality practices ...
DKN and Lonsdale heads leave and form BT advice unit
ELISE BURGESS  |  MONDAY, 7 NOV 2011
... internally appointed as regional managers and will report to Renato Mota, general manager distribution, IOOF Holdings. Mark Stephen, Lonsdale's general manager, associate services, has accepted the role of acting chief executive within the Lonsdale business. ...
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