Prior to joining Lonsdale in December 2011, Murray spent the last four years working in Scandinavia for the Capital Markets team of the Norwegian export credit agency Eksportfinans.
Murray has a strong accounting background having worked in a Tier 2 regional accounting firm that is now part of the WHK Group. Murray has also worked in practice development for Count and Bridges.
Murray holds a Bachelor of Commerce, Master of Business Administration and an Advance Diploma of Financial Services (Financial Planning).
Julia joined Lonsdale in January 2008 after eight years with boutique Financial Planning group; Thornton Group (Australia) Pty Ltd, an equity partner of the IOOF group. During this time her roles included Paraplanner and Practice Manager of the group.
Her experience covers all areas of practice management and development ranging from compliance and corporate governance, operations (business process and systems), human resources and recruitment and business and strategic planning.
Julia holds a Bachelor of Business - Administrative Management, a Master of Business Administration (MBA) and a Diploma of Financial Services.
Giam joined Lonsdale in 2018 and carries a wealth of experience within the Financial Services Industry.
Giam has a background in executive leadership, having owned and successfully run integrated advisory business specialising in investment management for SMSF and high net-worth clients.
Giam also has a depth of experience in developing open architecture IT frameworks, data systems and bespoke IP platforms in clearing and reconciliations. With a focus on implementing these systems into the financial planning process to benchmark and manage client data and meet compliance requirements. Giam was the Head Associate Adviser at Shadforth in Victoria. Leading and managing the Melbourne-based Associate Adviser team, where he concentrated on the consistent delivery of quality client service.
Giam holds a Bachelor of Business, Diploma of Financial Services and is a former designated Certified Investment Manager Analyst (CIMA).
Elizabeth (Libby) joined Lonsdale in 2010 and carries 11 years experience within the Financial Services Industry.
Libby began her career in Corporate Finance at Holden before embarking in to the Financial Services industry. Prior to working at Lonsdale, Libby worked for four years at Russell Investments as both a Business Development Manager in Sydney and a Business Development Associate in Melbourne. She has also worked at Advance Asset Management as a Client Relationship Consultant, and at an AMP Financial Planning practice as a Relationship Manager.
She is passionate about improving the overall value of every practice she works with. She does this by keeping practices accountable to their business plans, integrating best practice solutions and by focusing on what matters to achieve their desired results.
Libby holds a Bachelor of Commerce, Bachelor of Science, a Graduate Certificate in Financial Planning and an Advanced Diploma in Financial Services (Financial Planning).