Our Training Policy provides clarity around the expectations of our Financial Planners with regards to their ongoing professional development responsibilities. The policy details the minimum education standards for our planners in line with the regulatory training requirements as well as the standards set by the Lonsdale in order to ensure the continued growth in the skills, competencies and capabilities of Financial Planners.

Professional Development Days are held in Melbourne, Sydney, Brisbane, Adelaide and Perth two times throughout the year, in February and August. We also have an annual conference which covers, practice management, superannuation as well as strategy and technical sessions to help you run your business. Our conference training content catered to ensure both our financial planners and their aligned accountants have access to quality SMSF strategic accounting. Regardless of whether you are an SMSF licensed accountant or not, if you are aligned to one of our financial planning practices, we invite you to participate in our conference. Networking opportunities are provided at all education events such as our Annual Conference, PD Days and our smaller Leadership events.

We have an awards presentation at the conference. Our awards include: regulatory and compliance updates, investment presentations, through to SMSF, risk insurance, estate planning and practice management.

Our awards include:

  • Lonsdale Adviser of the Year
  • Lonsdale Business of the Year
  • Lonsdale Future Leader of the Year
  • IOOF Excellence in Risk
  • Lonsdale Innovator of the Year
  • Lonsdale Service anniversaries

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