Our Licensee

When tailoring financial recommendations for your needs, it’s vital that we have ready access to the latest technical and industry information. In order for us to achieve this, and to ensure our business operates at the highest level of industry compliance, we have partnered with national financial planning group Lonsdale Financial Group Limited, part of the IOOF group.

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.