We are more than a dealergroup.

As a Lonsdale associate, you become part of a network of like-minded professionals.  As a network, we understand your business and our core purpose is to support you in running a profitable and sustainable business so that you can provide exceptional services to your clients.

To support the growth, management and ultimately the transfer of your business, you require systems and procedures that are efficient and effective. By partnering with us, you'll have access to the following five key areas of practice support so that you can get on with what you do best – financial planning. 

1. Business management support

2. Catalyst for financial planners program

3. Compliance support

4. Customised software

5. Marketing and communications support

We work to foster an open community that allows you to share ideas and best practice techniques, discuss issues and solve problems.

Our network comprises of:

  • Financial planners and aligned accountants (authorised representatives, licensed under our AFSL and dealer associates who are self-licensed)
  • IOOF group
  • Corporate partners

Join a network of
like-minded professionals

Enquire now

Regional business management team

With a wealth of experience, our regional business managers (RBMs) offer one-on-one practice development support and strategies to help you grow your business.

Meet the RBM team