Lonsec provides specialist stockbroking services and research to financial advisers, to ensure than you have the in-depth knowledge to prepare relevant and up-to-the-minute proposals for the given risk profile of your clients.
The two areas of service work closely so that you can obtain both information and insight into stocks, and the means to act upon that knowledge to obtain optimal results.
While Lonsec offers a full service stockbroking facility to financial advisers, we can tailor our services to suit your needs. To learn more about our tailored services, please email us or call:
Hugo Graves - 03 9623 6329 or
Julie-Anne Burnicle - 02 9993 4454
Our stockbroking services include:
Investment advice , objective advice as required
Web-based information , research and portfolio management tools and services via our secure internet site more detail
Model portfolios , core, income and LPT, our model portfolios have historically provided excellent returns* more detail
Portfolio reviews , we can review existing clients' portfolios and make appropriate recommendations, as well as provide advice about the establishment of new portfolios
Execution , transaction and settlement services
Holistic end-to-end processing , our services fully integrate with XPLAN financial planning software
Corporate action advice , timely advice on corporate actions
* Model Portfolios are notional portfolios. Past performance is not an indicator of future performance.
