Lonsdale adds staff in network expansion bid

appointments financial planning financial planning services chief executive accountant

1 February 2005
| By Liam Egan |

Melbourne-based dealer group Lonsdale Financial Group has made a series of new appointments as part of a drive to grow its network associates and joint venture opportunities.

The group has appointed Kon Costas to the newly created position of national manager network development along with two new marketing management positions, created as part of a complementary overhaul of its marketing management structure.

Costas will be primarily responsible for recruiting new financial planning and accounting firms to the Lonsdale network, according to Lonsdale chief executive Mario Modica.

Costas joins Lonsdale from Bendigo Investment Services, where he was responsible for the management and growth of the financial planning network within the Bendigo Bank structure.

Previously he was an executive at Westpac Financial Services with responsibility for its financial planning services in Victoria.

Meanwhile Shaku Robertson has been appointed as a marketing coordinator with responsibility for the implementation of marketing communications and campaign management, public relations and event coordination, while Rowena Murray moves from within Lonsdale management to take on the role of marketing consultant.

Modica said Robertson and Murray will assist Lonsdale in launching its “most comprehensive and visible marketing strategy for years in 2005”.

He said the strategy will include the group’s first Self Managed Super Fund Technical Forums, which will be open to all financial planners and accountants.

In addition, Georgette Devlin has been appointed as accountant for standalone Lonsdale subsidiary, Lonsdale and Accountants Business Support Services (ABSS).

Devlin will be responsible for the financial and management accounting function for ABSS, and will also assist Modica with Lonsdale Financial Group’s budgeting and business planning .

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago

TOP PERFORMING FUNDS