Here at Lonsec, our purpose is to help our clients and partners make better investment decisions. We believe in the power of trusted and objective investment insight, and this insight can drive better outcomes for advisers, super funds, fund managers and of course, their clients. Our mission is to empower Australians with the information and tools they need to make better investment decisions. Across our four brands, we help build connections between you and your clients, and we're uniquely positioned within Australia’s ever changing financial services landscape to help you grow your businesses, enrich your knowledge, and ultimately, live your ideal life.
Lonsec
Financial Services
Sydney, New South Wales 6,820 followers
Experts in investment research, consulting and managed accounts
About us
With over 20 years of experience, the Lonsec Group is one of Australia’s most prominent investment research, ratings and implemented solutions businesses proudly serving financial advisers, fund managers and the superannuation industry. Positioned at the nexus of Australia’s financial advice and investment industry we provide timely, actionable insights that add real value to your investment and advice solutions. For more information visit www.lonsec.com.au, or call us on 1300 826 395.
- Website
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http://www.lonsec.com.au
External link for Lonsec
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Sydney, New South Wales
- Type
- Privately Held
Locations
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Primary
39/25 Martin Pl
Sydney, New South Wales 2000, AU
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33/120 Collins St
Melbourne, Victoria 3000, AU
Employees at Lonsec
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☁Mark Rees
Information Technology Professional
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📊 Kevin Brennan
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Nicci Chaplin
Senior Marketing & Communications Manager - Expert in client acquisition, segmentation & retention in Financial Services
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Don Gunawan
Fostering stronger connections between sophisticated investors and fund managers.
Updates
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Join our insightful webinar with Sue Viskovic, General Manager of Consulting at VBP, and host Brendan Tully. We will be revealing exclusive new research on managed accounts' impact on advice firms, including insights on profitability, pricing, efficiency and more. Register now for the webinar, and to receive the full research report: https://lnkd.in/gNakterz
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Lonsec reposted this
The IPL MDA service has surpassed a key milestone: $2bn in funds under management! This has been driven by the expansion of the offering to cater for external managers and clients with their own investment capabilities, along with the ability to leverage the broad skill sets of the wider Lonsec business in building tailored MDA solutions for clients. We would like to take this opportunity to thank the advisers in our network and their clients for their continued partnership.
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The September 2024 edition of Portfolio Perspectives is now available: https://lnkd.in/gBZxfBzw In this month's edition, Dan Moradi looks at the growth in ASX100 corporate earnings, commodity prices, Australian equity valuations and growth outlooks for FY25.
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We're #hiring a new Associate Investment Analyst in Sydney, New South Wales. Apply today or share this post with your network.
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It's not too late to register for our 'Meet the Investment Manager' webinar tomorrow: https://lnkd.in/g6JU2bc5 Lonsec's Deanne Baker and Dan Moradi will be joining Daniel Dalton from Insignia Financial to discuss our Listed and Multi-Asset Managed Portfolios, which are now available on Expand. There will also be a Q&A segment at the end of the session. #managedaccounts #portfoliomanagement #financialadvisers #webinar
Join us for our upcoming webinar as we explore Lonsec’s Listed and Multi-Asset Managed Portfolios, now available on the Expand Platform. Register here: https://lnkd.in/g6JU2bc5 In this webinar, Deputy CIO and Portfolio Manager, Deanne Baker, and Portfolio Manager, Dan Moradi will provide valuable insights into: • The distinctive features of these portfolios • Their performance across various market conditions • The types of clients they are best suited for Don't miss this opportunity to enhance your understanding and discover how these portfolios can meet the investment needs of your clients. #managedaccounts #portfoliomanagement #financialadvisers #webinar
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We were delighted to have Brendan Tully appear at the AMP Advice PD Day in Sydney today. As our specialist Managed Accounts Consultant, Brendan helps practices embed managed accounts into their business and ensure they maximise the benefits.
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We have witnessed the rapid rise in financial advisers using separately managed accounts (SMAs) in their clients’ portfolios, which is why Lonsec Research is once again rating diversified SMAs. Find out more: https://bit.ly/3yYYxVm
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We're #hiring a new Senior Business Analyst in Sydney, New South Wales. Apply today or share this post with your network.
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For the third year running, we are thrilled to have been announced as the winner of the Responsible Investing category at the 2024 IMAP Managed Accounts Awards. This achievement highlights our commitment to leading the way in responsible investing. We want to thank IMAP - Institute of Managed Account Professionals for hosting these awards and congratulate all finalists in the category. Read more about the awards and see the full list of winners here: https://lnkd.in/gDgBpDjD